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

Job description

Tasks

• Supports the team and Relationship Managers (RMs) with all inquiries from intermediaries and FOs as well as end customers regarding trading and operational aspects
• Ensures smooth operation and fast, competent and complete responses
• The tasks include:
• Order placement
• Processing customer inquiries

Your main tasks

Client Administration & Management

• Supports the RM and the team in all aspects of customer interaction
• Answers incoming calls and takes immediate action
• Maintains and updates records of customer instructions, details and preferences
• Creates system-based reports for the RM
• Provides clients with oral and/or written information and data 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 our dedicated intermediary and FO-E channels
• Monitors the due list for deposits, loans, trades; takes action when instruction is standard and seeks instructions (from RM or client) when necessary and required

Business Management

• Organizes and follows up on client 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

• Basic knowledge of the financial markets: structure, function and legal/regulatory environment as well as industry awareness
• Basic understanding of relevant products and services applicable to EAM clients and valuation principles
• Very good language skills in French, Spanish and English (oral and written) and other languages are a plus
• Very good knowledge of MS Office

Education and experience

• Excellent organizational skills, able to work quickly, independently within the Assistant RM area and accurately, even under pressure
• Proactive, friendly and solution- and customer-oriented attitude
• Strong team player with excellent communication skills
• Professional appearance and impactful
• High personal integrity and risk awareness/ethical attitude

We offer