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Client Administration & Management

• Ensures that accurate and high-quality client relationship documentation formalities are met and maintained to a high standard at all times including client identification documentation (CDB), account opening forms and other relevant legal forms.
• Actively ensures that operational account management is undertaken professionally, with all tasks/system alerts cleared directly where possible or via RM if investment‑related advice is needed.
• Where appropriate, is part of client meetings and even leads parts of the meeting (e.g. documentation formalities, compliance, other requests of the client) if case allows.
• Actively maintains client key data in liaison with the RM to ensure CRM ...