About the role
FinEx AI summary
Manages end-to-end private bank client onboarding, including account opening, maintenance, and credit documentation review. Coordinates with business, legal, AML, and compliance teams across regions, supporting process improvements, UAT testing, and data remediation. Requires three to four years of private bank experience.
Core skills
Client OnboardingAccount OpeningAccount MaintenanceCredit DocumentationISDAGuarantees