Sales Support Manager, Private Banking
Core
Plan and drive projects to support sales business development, ensure compliance with internal policies and regulatory requirements, and handle client onboarding and KYC/AML reviews.
Role type
Sales Support Manager
Builds
Operational reports, dashboards, and records for management review
Domain
Private Banking / Wealth Management
Deliverable
dashboards & analysis
Required skills
Project planning, compliance monitoring, client onboarding, KYC/AML review, internal coordination, process improvement, analytical abilities, problem-solving
Preferred skills
Banking operations experience, wealth management experience, platform support experience, PowerPoint proficiency
Technologies
PowerPoint