reporting & analysis, Private Banking, Well Organised, Time Management, producing documentation, Account Servicing, Written Communication, Process Improvement, Multi Tasking, regulatory documentation, Tax

Wealth management solutions, Client onboarding, Trade Execution, Portfolio monitoring, Client Servicing, Investment transactions, Portfolio Management

Excel, Aml, Powerpoint, ongoing periodic client review, client onboarding review, Microsoft Office Applications, Word

Data Governance, Documentation Review, Regulatory Compliance, Avaloq System Knowledge