and back up Account Opening operations process. Executing the role of loan agent according to the agreements of syndication... to providing professional, tailor-made and comprehensive financial services to facilitate enterprises’ investment, operations...
administration (updating account documentation, managing client Periodic Review process) Help manage account opening / onboarding... manager support experience in Private Bank, with background in brokerage and/or trading. Fluent written and spoken business...
opening / onboarding process Support Client Advisors in Know-Your-Client documentation and processes and Suitability... manager support experience in Private Bank, with background in brokerage and/or trading. Fluent written and spoken business...