Sales Support Executive - 6 months contract
Core
First point of contact for HNWI and UHNWI clients, managing daily communication and correspondence while supporting Relationship Managers with due diligence tasks.
Role type
Sales Support Executive
Builds
Client communication, correspondence, and due diligence support for High Net Worth Individuals
Domain
Wealth Management / Private Banking
Deliverable
client delivery
Required skills
Client communication, correspondence management, due diligence support, cross-functional coordination, meeting planning, client profiling
Preferred skills
Discretion, high service standards