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Private Banking Assistant
The key responsibilities of the role are: To take ownership and responsibility for resolving enquiries from clients promptly Prepare all account opening forms for clients Ensure accounts are opened in a timely manner, checking all data is input correctly Ensure appropriate due diligence checks are performed on all clients Aid the bankers and investment managers in any delegated duties and administrative support Aid the COO in collating MI information, updating portfolio balances weekly...View full job description
From eFinancialCareers.com
- 08 Feb 2012
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