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
• Support in all aspects of customer interaction
• Answering calls and taking immediate action
• Maintaining and updating records of client instructions, details and preferences
• Creation of system-based reports for the RM
• Customer information and data provision (verbal and/or written), without advice or expression of opinion as a value judgment
• Processing of orders, trades, transactions, payments (outside of e-channels) and execution of customer inquiries
• Promoting the use and adoption of dedicated intermediary and FO-E channels
• Monitoring the maturity list for deposits, loans, trades; taking action on standard instructions, obtaining instructions (from RM or client) as required
• Organization and follow-up of customer meetings, including logistics and document preparation
• Support RM in investigations and troubleshooting, close cooperation with internal bank teams/departments

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 for EAM customers, plus valuation principles
• Very good language skills in French, Spanish and English (oral and written), other languages are a plus
• Very good knowledge of MS Office

Education and experience

• Excellent organizational skills, ability to work quickly, independently and accurately within the Assistant RM area, 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