Mitarbeiter Kundenmanagement VR Private Banking (m
Core
Managing customer relationships and processing contract documentation for wealth management and foreign currency investment solutions in VR Private Banking.
Role type
Senior Private Banking Operations Specialist
Builds
Wealth management and foreign currency investment solutions for VR Private Banking clients
Domain
Banking, Private Banking, Wealth Management
Deliverable
client delivery
Required skills
Contract documentation review, AML compliance, Customer relationship management, Foreign currency investment processing, Data management, Process optimization, Project management
Preferred skills
Business Administration degree, Securities trading experience, Digital transformation experience
Technologies
Banking core systems, Foreign currency trading platforms
Responsibilities
Review and accept incoming contract documents for wealth management and foreign currency investments, Manage customer relationships from account opening to closure, Coordinate asset allocation with Operations and Trading, Support Private Banking advisors on technical execution questions, Review and optimize process workflows, Execute assigned tasks in compliance with regulatory and internal guidelines
Seniority
Senior, experienced professional