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Provide complete service support to private banking clients, resolving complex client inquiries. Support the Banker with day-to-day documentation such as account opening and closing, and loan disbursals. Organise pre-call planning, post-meeting notes and maintain client call records. Assist the Banker in profiling, qualifying and converting prospects into private bank clients, and in deepening existing client relationships through analysis. Help create sales and marketing strategies focused on investments, and support prospecting, lead generation and client events. Ensure KYC and AML documentation is complete and up to date, and assess risk in line with applicable laws, rules and policies.
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