Senior Client Associate
Core
Support the management of client portfolios and serve as the go-to expert for account administration, risk monitoring, and compliance guidance.
Role type
Senior Client Associate (Financial Advisers)
Builds
Client accounts and investment proposals
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Portfolio management, Account administration, Risk monitoring, KYC guidance, Client onboarding, Financial product knowledge, IT proficiency, English fluency, German fluency
Preferred skills
Affinity for Artificial Intelligence (AI)