Assistant Relationship Manager, Intermediaries (Full-Time) (f/m/d)

Job description

Assistant Relationship Manager, Intermediaries (Full-Time) (f/m/d)

Your challenge

Your responsibilities include:

• Client Administration & Management: Supporting the Relationship Manager and the team in client interactions, handling client inquiries, and placing and managing orders
• Business Management: Organizing and tracking client meetings, assisting the Relationship Manager with investigations and problem-solving
• Risk Management: Adherence to compliance, legal, and internal policies; serving as the first line of defense against risks by reporting concerns and escalating issues as needed

Your responsibilities in detail

• Supporting the Relationship Manager and the team in all aspects of client interaction
• Handling incoming calls and taking prompt action
• Updating client information and preferences, generating system-based reports for the relationship manager
• Providing information and data to clients without offering advice or making value judgments
• Processing of orders, trades, transactions, payments, and placement of loans and deposits
• Support for promoting the use and adoption of e-channels for intermediaries and financial institutions
• Monitoring maturity schedules for deposits, loans, and trades; taking action as needed

Your profile

• Basic knowledge of financial markets: structure, function, and legal/regulatory environment, as well as industry knowledge
• Basic understanding of relevant products and services for EAM clients, as well as evaluation principles
• Excellent knowledge of English and Spanish (written and spoken)
• Excellent knowledge of MS Office
• Excellent organizational skills, a proactive, friendly, and solution-oriented attitude
• A strong team player with excellent communication skills
• A professional demeanor and high personal integrity

We offer

A challenging and varied role in a dynamic environment.