Junior Client Advisor Assistant (6-12 months) #JTL

Full-time Other-General

Junior Client Advisor Assistant (6-12 months) #JTL

The Junior Client Advisor Assistant supports Relationship Managers (Client Advisors) in delivering exceptional banking services to affluent and high-net-worth clients. The role involves providing administrative support, coordinating client requests, preparing documentation, and ensuring smooth day-to-day client servicing while maintaining compliance with bank policies and regulatory requirements.

Key Responsibilities

• Support Client Advisors in managing and servicing a portfolio of affluent banking clients.
• Assist in preparing account opening documents, investment and insurance forms, and other client-related documentation.
• Coordinate with internal departments to process client requests, including account maintenance, fund transfers, and banking transactions.
• Schedule client appointments and assist in preparing meeting materials and portfolio reviews.
• Respond promp...