WB Client Services – Account Manager Intern – Wholesale Banking Operations (COO)
Core
Manage a portfolio of professional clients (Financial Institutions/Large Corporates/Funds) by providing daily support, monitoring transactions, and developing cross-selling opportunities.
Role type
Account Manager Intern (Wholesale Banking Operations)
Builds
Daily banking support, transaction monitoring, and client relationship management for professional clients.
Domain
Wholesale Banking / Financial Services
Deliverable
client delivery
Required skills
Client portfolio management, transaction monitoring (KYT), data management, cross-selling, administrative organization, computer proficiency (Word, Excel, Outlook, PowerPoint)
Preferred skills
Risk Management orientation, commercial skills, autonomy, proactivity, adaptability
Technologies
Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
Responsibilities
Manage client portfolio, ensure day-to-day banking follow-up, monitor client transactions, identify sales leads, collaborate with team and departments
Seniority
Intern