Assistente Administrativo da Banca de Particulares e Privada
Core
Provide administrative support to private banking and relationship managers, handling client documentation, credit requests, and compliance tasks for high-net-worth individuals.
Role type
Administrative Assistant in Private Banking
Builds
Client service support and operational documentation for private banking accounts
Domain
Banking / Private Wealth Management
Required skills
Client service, credit principles, portfolio management, banking processes, risk identification, document verification, regulatory compliance (KYC/FICA), cross-selling, complaint resolution
Preferred skills
Experience with high-net-worth clients, digital migration, proactive sales
Technologies
Banking systems, credit management tools
Responsibilities
Enter client documents accurately into the system, verify document authenticity, compile and verify information, follow internal risk policies, collaborate with Credit and Customer Service departments, track credit requests, manage client complaints, identify cross-selling opportunities, ensure regulatory documentation is up to date
Seniority
Junior, 1-2 years experience