ALYST, Treasures ARM, Consumer Banking Group
Core
Support Relationship Managers in managing and growing the Treasures client portfolio by executing transactions, account processes, and providing operational support.
Role type
Client support specialist in consumer banking
Builds
Client portfolios and transaction execution for Treasures accounts
Domain
Consumer banking and wealth management
Deliverable
client delivery
Required skills
Client portfolio management, transaction execution, regulatory compliance (KYC/AML), cross-department coordination, financial product knowledge
Preferred skills
Regulatory certifications in financial advisory
Responsibilities
Support Relationship Managers in managing and growing the Treasures client portfolio, Assist in executing client transactions, account opening, and maintenance processes accurately and efficiently, Address client inquiries promptly, Conduct regular reviews and ensure compliance with all regulatory, KYC (Know Your Customer), and anti-money laundering (AML) guidelines, Coordinate with internal departments, including operations, product teams, and compliance, to facilitate seamless service delivery, Prepare portfolio reports, market updates, and administrative documentation for client meetings