Job offer
Assistant Relationship Manager - 100% (m/f/d)
The Assistant Relationship Manager supports the Relationship Manager and Team Leader in servicing private clients and providing excellent service. Key responsibilities include managing client accounts, processing orders and transactions and communicating with clients and other teams.
Job description
Assistant Relationship Manager - 100% (m/f/d)
Tasks
- Handle account openings for new clients and account maintenance for existing clients, including the implementation of agreed fees and the monitoring of applied fees
- Ensure efficient and prompt processing of orders, trades, transactions, payments, etc. received directly from the customer
- Monitor maturity list for deposits, loans, trades; take action if instruction is default and seek instructions (from RM or client) if required
- Maintain and update records of customer instructions, customer data and preferences
- Provision of information and data to customers in verbal and/or written form, without advice or opinion/no value judgments
- Communication with other RM teams, Operations & IT
- Always ensure adherence to compliance, legal guidelines, internal rules, regulations and policies, etc.
Requirements
- Understanding how financial markets work, the structure and how they affect the value and pricing of investment products, the information provided to the client
- Understanding the impact of economic indicators, national/regional/global events on the markets and the value of investment products, the information provided to the client
- Understanding the difference between past performance and future performance scenarios and the limits of prediction
- Understanding issues related to market abuse and money laundering
- Evaluation of data relevant to the investment products on which information provided to the client is based, such as key investor information, documents, prospectuses, financial reports or financial data
- Basic knowledge of the valuation principles for the type of investment products in relation to the information provided to the client
- Ability to work independently, well organized, quickly and accurately, even under pressure
- Customer-oriented, discreet and responsible
- Friendly, open personality, well presented and professional demeanor
We offer
No specific benefits or offers mentioned.
Job details
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