Assistant Relationship Manager for the Latin America & Middle East Intermediaries team

Job description

Tasks

• The Assistant will support the team and Relationship Managers (RMs) with all queries from Intermediaries & FOs and end clients on trading and operational aspects, with the aim of ensuring smooth operations and quick, competent and complete responses.
• The tasks include:
• Client Administration & Management
• Supports the RM and the team in all aspects of customer interaction
• Answers incoming calls and takes immediate action
• Manages and updates records of customer instructions, details and preferences. Creates system based reports for the RM
• Provides verbal and/or written information and data to clients without giving advice or opinion as a value judgment
• Processes orders, trades, transactions, payments (outside of e-channels) and executes customer requests
• Helps promote the use and adoption of dedicated intermediaries & FO-E channels
• Monitors the due list for deposits, loans, trades; takes action when instructions are standard, seeks instructions (from RM or client) when necessary and required
• Business Management
• Organizes and follows up on customer meetings, including logistics and document preparation
• Supports the RM in investigations and troubleshooting, maintains close internal cooperation between teams/departments
• Risk Management
• Full adherence to compliance, legal, internal rules, regulations and policies
• Is a first line of defense against risk by raising concerns, tracking issues and escalating when necessary

Requirements

• Personal and social skills:
• Excellent organizational skills, can work quickly, independently and accurately, even under pressure
• Proactive, friendly, solution-oriented and customer-oriented attitude
• Strong team player with excellent communication skills
• Language skills:
• Open business language in French, Spanish and English (oral and written) and other languages as an asset
• Principles:
• Professional appearance and impactful
• High personal integrity and risk awareness/ethical attitude

We offer