Client Account Manager WM – Team Greece & Cyprus

manage daily business in PC / HNW client servicing and provide high quality service, be the point of entry for processing client orders, e.g. stock orders, foreign exchange, loans and deposits, be the direct contact for daily banking activities and administrative work for our clients, manage daily client transactions and carry out inquiries and troubleshooting, perform account maintenance tasks and client-related processes; e.g. account opening and closing, suitability reviews, initial and recurring KYC and due diligence, research, follow-up and resolve client inquiries and problems through effective interaction with clients, and internal partners in a timely and professional manner, identify cross-selling opportunities and discuss them with the client advisor, support client advisors in delivering exceptional client service and experience, taking care of administrative, risk and legal & compliance related tasks and duties, support client advisors when they are on business trips and assist in preparing client meetings, join client advisors occasionally in client meetings