Client Portfolio Assistant - Banking

We are currently seeking a dynamic and experienced Client Portfolio Assistant to join our team. The successful candidate will work closely with the Account Manager to develop and manage a client portfolio in alignment with the bank's business strategy and objectives.

Description

• Assist the Account Manager in developing and managing a client portfolio.
• Prepare clients' KYC documentation.
• Process client daily payments efficiently and accurately.
• Participate in the improvement of operational procedures and contribute to product offerings and service quality.
• Prepare for commercial meetings and recommend appropriate ways to present and communicate the bank's products and services.
• Provide financial advice to clients to facilitate informed decision-making.
• Ensure timely responses to requests from prospects and clients, and monitor the overall process closely.
• Maintain the bank's image and reputation through effective oral and written communication.
• Report any customer complaints to direct management and the Legal & Compliance department.