Assistant Relationship Manager – Focus on Trading and Execution (Full-Time) (f/m/d)

Tasks

• Manage the full range of customer transactions, including securities trading, foreign exchange, credit utilization, deposits, and payments
• Ensure the accurate and timely processing of trading orders, including complex and high-value transactions, with strict adherence to deadlines and mark-to-market cut-offs
• Monitoring and taking into account credit exposure, margin availability, and liquidity before executing or routing transactions
• Coordinate with trading departments, execution teams, and internal stakeholders to ensure smooth and timely processing
• Actively manage time-sensitive tasks and prioritization, particularly in volatile market conditions or for large/complex transactions
• Support for loans, credit lines, deposits, foreign exchange, and payments to ensure proper execution and tracking
• Maintaining a strong awareness of risk in all activities, including:
  • Execution, settlement, and counterparty risks
  • Credit and Margin Risks
  • Unusual transaction patterns, particularly in payment flows

Customer Interaction & Consulting (EAM Focus)

• Serve as the direct point of contact for EAMs on trade-related and operational matters
• Provide clear and professional guidance on:
  • Investment products (including structured products)
  • Execution restrictions, time limits, and market practices
  • Credit exposure, margin availability, and related solutions
  • Banking platforms and available tools
• Communicate proactively about the status of orders, issues, and delays, especially in time-sensitive situations
• Maintaining a calm, reliable, and solution-oriented approach under pressure

Account & Data Management

• Ensuring the high-quality maintenance of customer data and documentation
• Retrieving and providing product, pricing, and market information using internal systems and external sources

Requirements

• Banking apprenticeship or equivalent financial training
• Experience in a trading support, execution, or customer service role
• Exposure to financial markets and investment products

Professional skills

• A solid understanding of financial markets, trading processes, and instruments, as well as credit, margin, and risk considerations, and FX, payment, deposit, and credit services
• Ability to effectively utilize internal systems and external sources for product and market information
• Familiarity with trading and order management systems is an advantage
• Fluent in English and German (written and spoken)

We offer

Key Performance Indicators