Customer bróker állások Budapesten (bank, biztosítás, bróker)

• Actively supporting the work of corporate relationship managers in the origination, evaluation, structuring, credit process, closing and monitoring; attending in client meetings, writing credit application;
• Involvement in corporate transactions with the chance of gaining on field experience.

• Responsible for the preparation and execution of all deal confirmations in the TMS ( Wallstreet FX) for a range of treasury trading financial products.
• Monitor and resolve exceptions in the TMS for i) automated confirmations matching and ii) manual confirmations matching

• Responsible for the preparation and execution of all deal confirmations in the TMS ( Wallstreet FX) for a range of treasury trading financial products.
• Monitor and resolve exceptions in the TMS for i) automated confirmations matching and ii) manual confirmations matching

• are responsible for the strategies/programs/processes of the department of Retail Banking products with life insurance focus
• initiate sales incentive campaigns
• manage products, introduce new products
• will be a leader in Bancassurance strategy project
• will have P&L responsibility

• Define and implement the Prime Segment strategy aligned with overall Retail Banking objectives.
• Identify growth opportunities and design value propositions for affluent clients.
• Monitor market trends and competitor offerings to maintain a competitive edge.

Covers all Compliance‑related domains, including Financial Security (with Anti‑Money Laundering – AML), Know Your Customer (KYC), Protection of Client Interest (PIC), Professional Ethics (PE), and Market Integrity (MI)....

• Support the creation of a clear communication path with the client and contribute to maintaining a high standard of collaboration.
• Keep regular daily contact with the client to provide updates on project progress and results.

• Complete comprehensive investigation using various tools and be accountable for all information researched and contained in each case file.
• Ensure confidentiality of all information collected during investigation.