Le poste
0301Client Adminstration & Management
02Supports the RM and team in client interaction in all respects
03Attends to incoming calls and takes prompt action
04Maintains and updates records of client instructions, details, and preferences.
05Creates system-based reports for the RM
06Provides clients with verbal and/or written information and data, giving neither advice nor any statement of opinion as value judgement
07Processes orders, trades, transactions, payments placement (outside e-channels) and handles and executes clients’ requests
08Helps to promote the usage and adoption of our dedicated Intermediaries & FO e-channels
09Monitors the maturity list for deposits, loans, trades; takes action where instruction is standard, seeks instructions (from RM or client) if necessary and required
10Business Management
11Organises and follows up client meetings, including logistics and document preparation
12Supports the RM in investigations and troubleshooting, maintaining close bank-internal cross-team/unit collaboration
13Risk Management
14Full adherence at all times to compliance, legal guidelines, internal rules, regulations and policies
15Is a first line of risk defence, through raising concerns, following up on issues and escalating as necessary
