Responsibilities:
1. Assist with client onboarding, KYC, and account documentation.
2. Handle client inquiries, trade execution (FX, bonds, equities), and portfolio updates.
3. Prepare meeting materials and coordinate client appointments.
4. Support business development by identifying cross-sell opportunities.
5. Ensure compliance with regulatory and internal policies.
Requirements:
1. Bachelor's degree in Finance, Business, or related field.
2. 3-8 years of experience in private banking or wealth management.
3. Strong knowledge of wealth products and compliance processes.
4. Excellent communication, organisational, and client-servicing skills.
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