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Private Banking Associate
1 week ago
Key Responsibilities
The Private Banking Associate - Process Optimization will play a key role in supporting Relationship Managers and senior management by developing an analytics engine, optimizing key client processes, and driving automation initiatives within the Private Wealth function at Lesha Bank.
This role requires collaboration with various departments, including investment management, finance, and middle and back-office teams, to ensure efficient client service operations, reporting enhancements, and investment placement coordination.
The successful candidate will develop analytical skills, work closely with RMs and senior management, and contribute to refining best practices for client engagement and reporting.
- Design and implement an analytics engine to track and analyze RMs and client activities.
- Collaborate with internal teams to optimize key client processes and automate reporting.
- Enhance process efficiency, including prospecting, account allocation, and client onboarding.
- Communicate effectively with RMs and senior management to refine best practices.
