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Showing 9 jobs
Skills:
Sales Operations, Private Banking, Client Servicing, CACS Paper 1 and 2
Skills:
Client Servicing, financial products and services, financial advisory services
Skills:
Aml, Trade Execution, Wealth Management, Client Servicing, Kyc
Skills:
Stakeholder Management, Client Servicing, communication
Skills:
post-account opening activities, KYC reviews, client communication, Order Execution
Skills:
Client Servicing, Private Banking, Wealth Management
Skills:
Equities, Client Servicing, wealth management principles, CACS Papers 1 and 2, investment products, foreign exchange, relationship management, structured products, Financial Planning, Fixed Income
Skills:
Transaction flow understanding, KYB, Client Servicing, Kyc, Compliance coordination
Skills:
Excel, Microsoft Office, Financial products and services, Sales Support, Powerpoint, Client servicing operations
