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Responsibilities:

To provide sales support to the Private Wealth RMs.
To perform and confirm trade execution with clients and to input trades into Avaloq system.
To perform and confirm new TD placements and renewals with clients
Assist with the onboarding process of Private Wealth clients in Avaloq.
Assist with periodic reviews on client accounts and credit line reviews
Attend to all incoming calls to the Front Office common line.
To

Client Relationship Associate