Assist products team in macro-economic and/or investment research to support ideas recommendation to RMs/ICs (including preparing presenting slides).
Assist in preparing monthly products/credit solutions MIS and presentation slides.
Assist in updating and/or creating products SOPs/workflows for existing products and/or new products.
Sales Support
Assist the Relationship Management team in Client Due Diligence (CDD) for the purpose of onboarding new accounts &/or conducting periodic reviews. Tasks include helping RMs review KYC and client documentation as well as performing screening for adverse news.
Assist Sales Team Lead with adhoc tasks such as tracking and collation of data.
Assist Credit Solutions team with credit processing, credit initiatives and projects, as well as related data management and tracking.
