Stage -Client Relationship Manager Junior H/F
Core
Junior Client Relationship Manager stage supporting sales teams in asset servicing by managing client accounts, preparing KYC dossiers, and creating dashboards.
Role type
Junior IC client relationship manager (asset servicing)
Builds
Client success dashboards and account plans for institutional clients
Domain
Banking / Asset Servicing
Deliverable
dashboards & analysis
Required skills
Client account management, KYC dossier preparation, Dashboard creation, Pricing offer support, Meeting facilitation, Technical expert liaison
Preferred skills
International banking group experience, Asset servicing techniques
Technologies
Word, Excel, PowerPoint