Junior Client Service Officer M/F Milano

Junior Client Service Officer M/F
Milano
Lombardia, Milano

The main mission is to provide administrative and operational support to our Wealth Managers in managing HNWI and UHNWI clients. The main activities carried out by the resource are listed below:

Support WMs in the preparation of client meetings (i. e. missing documents to ensure compliance of client file, portfolio situation, reports and/or sales documentation, documentation needed for account opening)Respond promptly to client queries (for example regarding the history of the client's account and/or regarding any information that can be consulted in the bank's internal system)Ensure the daily monitoring of client accounts and inform the Wealth Manager of any particular eventPrepare reports for clientsParticipate in the preparation of credit application and periodic reviews of credit dossierPerform KYC administrative tasks in accordance with national lawThe position is characterised by constant contact with the wealth managers and the central teams of the parent company based in Luxembourg.

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