CAD Trainee

This role involves providing essential support to Relationship Managers in managing corporate client portfolios on a daily basis. The candidate will work closely with frontline business teams and support functions to ensure smooth execution of client requests and transactions. Responsibilities also include handling client operational activities, resolving queries, and assisting with compliance requirements such as Anti-Money Laundering (AML), Customer Due Diligence (CDD), and other regulatory obligations. Additionally, the role supports client onboarding processes while ensuring adherence to internal guidelines and may involve contributing to various project tasks as assigned.

Key Responsibilities

- Support Relationship Managers with day-to-day portfolio management of corporate clients.
- Coordinate with frontline business units and support functions to facilitate seamless delivery of client requests and transactions.
- Assist in managing client operational activities and resolving any related queries promptly.
- Support compliance efforts including AML, CDD, and regulatory requirements to maintain adherence to legal and internal standards.
- Aid in client onboarding processes, ensuring all internal guidelines and procedures are followed accurately.
- Contribute to other project-related tasks as directed by management.

Required Qualifications

- Bachelor’s degree from a recognized institution.
- 0 to 2 years of relevant work experience, preferably in a corporate banking or financial services environment.

No preferred qualifications or benefits were specified for this position.