Client Advisor Manager WM

Job description

We're looking for CAM (AO) to:

1.Provide high-quality administrative and organizational support to Client Advisors across daily client account management activities, helping ensure a seamless and outstanding client experience.

2.Process and document client and Client Advisor orders accurately and efficiently, while actively managing, prioritizing, and resolving client queries.

3.Support compliance and documentation requirements, including initial and recurring KYC, due diligence, suitability reviews, and the timely resolution of related issues.

4.Coordinate client meetings, visits, and business travel, prepare the required materials, and monitor follow-up activities through completion.

5.Collaborate with Client Advisors, Back/Middle Office, and relevant stakeholders to manage operational risks, maintain effective task handovers, and drive continuous process improvement while adhering to the code of ethics and cross-border regulations.