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Provide high-touch service to High-Net-Worth (HNW) individuals to drive client satisfaction and long-term retention.
Job Responsibility:
Provide high-touch service to High-Net-Worth (HNW) individuals to drive client satisfaction and long-term retention
Facilitate the end-to-end onboarding process for new accounts and manage the execution of Periodic Reviews to ensure client data remains current
Maintain a rigorous understanding of the regulatory framework, ensuring all activities comply with data protection, banking secrecy laws, and cross-border solicitation rules
Identify potential operational or compliance risks and ensure timely escalation to senior management