Investment Portfolio Coordinator
Há 5 dias
About the Role
Job SummaryThe Liquidity & Investment Solutions Junior Sales Assistant will be responsible for supporting the team in on-boarding clients and setting up eBanking channels. This role requires strong analytical skills, attention to detail, and solution-oriented thinking.
Key Responsibilities- Responsible for on-boarding and maintenance of the eBanking client portfolio
- Support the client to execute and monitor their portfolio, according to existing procedures
- Profiled academic background in Finance and Accounting or similar areas
- Ability to work effectively in a transversal environment and collaborate across different teams, departments, and clients
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