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Supports Relationship Managers in client administration, operations, and risk management within a private banking environment.
Support Relationship Managers in private banking operations, client administration, and relationship management.
Supports Relationship Managers and Group Heads in daily operations, client administration, and business management within a private banking environment.
The Account Manager Private Banking (AM) takes ownership of account administration, documentation formalities, and tasks in daily operations and projects impacting account administration. The role involves close collaboration with Relationship Managers (RM) without maintaining an independent client book.