Opening and closure of bank and investment accounts with core and non-core banks
Collaborate with a variety of financial institutions across numerous jurisdictions worldwide to set up client relationships
Maintain bank and investment accounts, for instance by adding/removing a beneficiary/settlor/protector or give a power of attorney to a third party […]
Input of data in our in house integrated database system to keep up to date information at any point in time
Respond to day to day queries from internal and/or external parties and help resolving issues
Transfer of equities, bonds, mutual funds...