Adecco Credit & Banking is hiring
A Banking Assistant - Wealth Management Team- L. 68/99
You will be working in the Client Service & Specialist team in Bologna, and, in the Wealth Management department you will
• support Account Manager in delivering client service and experience
• be focused on the execution of client queries or instructions, payments, etc.
• assist with account opening, onboarding, due diligence and monitoring activities
• support with documentation for client meetings, business trips and other Account Manager activities
• collaborate with colleagues to ensure that all client accounts comply with legal, compliance and regulatory requirements
The candidate we are looking for has
• financial services, banking or fiduciary services experience, ideally within a client facing team
• unyielding attention to detail, even when under pressure
• team player that remains calm while managing conflicting priorities
• works with absolute discretion, tactfulness and adaptability to changing demands
• fluency in English
We offer a permanent contract, RAL based on seniority
Categoria Professionale: Banche / Assicurazioni / Istituti di Credito
Settore: BANCARIO/ FINANZIARIO
Città: Bologna (Bologna)
Conoscenze linguistiche:
Disponibilità oraria:
Candidati per questo lavoro →
A Banking Assistant - Wealth Management Team- L. 68/99
You will be working in the Client Service & Specialist team in Bologna, and, in the Wealth Management department you will
• support Account Manager in delivering client service and experience
• be focused on the execution of client queries or instructions, payments, etc.
• assist with account opening, onboarding, due diligence and monitoring activities
• support with documentation for client meetings, business trips and other Account Manager activities
• collaborate with colleagues to ensure that all client accounts comply with legal, compliance and regulatory requirements
The candidate we are looking for has
• financial services, banking or fiduciary services experience, ideally within a client facing team
• unyielding attention to detail, even when under pressure
• team player that remains calm while managing conflicting priorities
• works with absolute discretion, tactfulness and adaptability to changing demands
• fluency in English
We offer a permanent contract, RAL based on seniority
Categoria Professionale: Banche / Assicurazioni / Istituti di Credito
Settore: BANCARIO/ FINANZIARIO
Città: Bologna (Bologna)
Conoscenze linguistiche:
- Inglese
Disponibilità oraria:
- Full Time
