Please answer the following 6 short questions. These help our team better understand your strengths and areas of experience.
It’s completely fine to select ‘No’ if something doesn’t apply to your background — we’re looking for a good fit, not a perfect one.
If you select ‘Yes’ for any question, you’re welcome to use it as a guide to highlight relevant experience in your CV, where applicable.
1. Do you have 3-5 years of professional experience within a private banking or wealth management environment? *
2. Does your past experience include providing direct support to Relationship Managers in a financial institution? *
3. Have you been responsible for managing and processing client documentation such as account opening forms or KYC files? *
4. Do you have hands-on experience performing back-office client servicing tasks like transaction processing or account maintenance? *
5. Have you previously handled client communications and resolved issues for high-net-worth individuals? *
6. Does your experience include preparing reports or coordinating tasks for senior management, such as a Department or Segment Head? *