Private Banking Assistant
- Assisted in the development of tailored wealth management strategies, ensuring alignment with clients'' financial goals.
- Served as a liaison between clients and internal teams, facilitating smooth transactions and prompt issue resolution.
- Participated in regular training sessions, staying up-to-date on industry trends and regulatory changes.
- Managed daily operations, including account maintenance, service requests, and documentation preparation.
- Maintained strong relationships with high-net-worth clients through excellent communication and comprehensive meeting preparation.
- Ensured compliance with all bank policies and regulatory requirements while handling sensitive client information diligently.