PB Front Office Service Support-1

Job Description

This role reports into the COO function to operationalize Private Bank support via a central team setup. The role holder will be a member of the Central Team focusing on Private Bank processes, supporting the Front Office and ensuring a smooth onboarding journey for clients.

Responsibilities

• Support the Central Team in the onboarding of private banking clients.
• Partner with Client Advisor to ensure a smooth onboarding journey.
• Serve as a knowledge center for the Front Office on client onboarding documentation.
• Process client account maintenance requests and provide general services to Front Office staff.
• Cover and support end‑to‑end onboarding activities, from account opening form preparation to account opening.
• Handle simple queries from the Front Office.
• Coordinate instructions to the middle and back office.
• Enter data into the Private Bank system when required.