You will advise private customers on financial products and services through digital channels including video, phone, and chat. Additionally, you will manage cross-selling opportunities and ensure high-quality service while adhering to regulatory and internal standards.
The associate will support the origination, structuring, and execution of financing solutions for institutional clients across Latin America. They will partner with internal teams to prepare transaction analysis, manage client relationships, and identify new revenue opportunities.
Provide professional investment and securities advice to private clients via telephone and video. Identify cross-selling opportunities and collaborate with various banking divisions to ensure a holistic omnichannel customer experience.
The role focuses on managing client onboarding and ongoing KYC expectations in accordance with regulatory standards and jurisdictions. It involves communicating AML and AFC changes to stakeholders and managing account opening documentation and reporting.
Manage and grow a portfolio of Multinational Corporate clients as the Accountable Client Owner, driving revenue through banking product sales. Coordinate with internal teams to resolve client issues and ensure strict adherence to credit and KYC compliance frameworks.
