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Support Regional Sales Managers by managing end-to-end client onboarding: process account documentation, liaise with clients, track progress, reduce deficiencies, and provide sales support to Private Bankers to convert new business and improve conversion outcomes.

Support Regional Sales Managers by owning end-to-end client onboarding, processing account documentation, liaising with clients and internal partners, ensuring accuracy and timely account activation. Provide sales support, coach Private Bankers on requirements, track onboarding progress, contribute to process improvements, reporting, and broader sales initiatives to improve conversion and client experience.

The Investment Specialist provides wealth-related sales and service, advises customers, achieves sales targets, and maintains knowledge of investment markets while ensuring compliance with regulations.