





Support our Personal Bankers and clients with key activities, including: Data Analysis: Collect, clean, and analyze financial and market data using Excel. Identify trends and provide insights to support decision-making. Reporting & Presentation: Prepare PowerPoint presentations summarizing key findings. Assist in the preparation of internal meetings supports. Market Strategy Support: Participate in discussions on the local market strategy. Research competitors and market trends to provide actionable recommendations. Commercial Target Preparation: Help define and prepare commercial targets based on business objectives. Support the team in updating and validating target lists. Performance Monitoring: Track and update KPI dashboards regularly. Ensure accurate follow-up of commercial targets and progress reports. Daily Support to Private Banking Team: Assist Personal Bankers with day-to-day commercial tasks, including client follow-up, documentation, and preparation of meeting materials. Contribute to business development initiatives within Private Bankers’ portfolios, including identifying opportunities and supporting client acquisition efforts.