Officer Trainee, Private Banking and Wealth Management
Central, Central and Western DistrictFinance
About the role
FinEx AI summary
Trainee supporting relationship managers in private banking and wealth management by maintaining client relationships and AUM growth. Manages client transactions and requests, account opening, KYC and customer due diligence. Requires a bachelor's degree and preferably banking internship experience.
Core skills
Relationship ManagementAccount OpeningKYCCustomer Due DiligenceClient TransactionsInterpersonal Skills
Similar roles
More live opportunities matched by discipline and skills.