Job Description
Your new companyYou will be joining a leading global financial institution with a strong presence in wealth management. The organisation is known for its robust platform, international reach, and commitment to delivering high-quality client service across global markets.Your new roleSupport Client Advisors with client lifecycle management (CLM) and account maintenance activities. Handle account structure changes (ASC) across various client types (individuals, companies, trusts, funds). Provide documentation and advisory support for client requests ( account updates, bank references, digital banking access). Ensure all activities comply with regulatory, compliance, and AML requirements. Perform checks related to name screening, sanctions, and risk mitigation. Liaise with internal stakeholders, including Front Office, Compliance, Legal, and Risk teams. What you’ll need to succeedMinimum 2 years of experience in...