This is a great opportunity for a Cross Unit Relationship Manager to join a wealth management group.
Responsibilities in this role include:
Managing e-mail and telephone calls
Assist the Relationship Managers with all aspects of account opening from providing the blank set of documentation to answering any questions with regards to the completion of the documents. Once the documentation has been received the BC AM would also do the following:
Reviewing the documentation for completeness
Review and confirm that sufficient information is contained within the client profile / KYC / Investment Profile to proceed with the account opening.
Undertake the initial risk assessment and liaise with RL&C and ART to arrange for the sign off of risk and also open the account.
Professional and Technical skills:
5 years banking experience – back and front office
Microsoft Office ie Outlook, Word & Excel, Host, ACT, myCRM, On Demand, Host, OTMS, Market Map
More information about the role is available upon request contact the team today for further details.