for accounts Assist Private Wealth Relationship Management Team on customer planning and in preparing customer information...' experience in Private Banking or High-net-worth ( 50 MB wealth) / Fund Manager * Required CFP Level 2 or Above / Single...
with the IT Team and relevant stakeholders to automate reporting processes. Provide support to the Global Private Banking (GPB...
for process improvement. Track and analyze Private Banker work patterns to support Private Banking strategic planning... from targets. Coordinate with Private Bankers to understand client needs, provide tools for client data access, and gather issues...