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

Tasks

The Assistant supports the team and Relationship Managers (RMs) with all intermediary and FO inquiries, as well as end customer inquiries relating to trading and operational aspects. The aim is to ensure smooth operations and fast, competent, and comprehensive responses. Tasks include:

• order placement
• Handling customer inquiries
• Execution of payments
• Placement of loans and deposits

Client Administration & Management

The Assistant supports the RM and the team in all aspects of customer interaction, including:

• Answering incoming calls and taking prompt action
• Updating customer information and preferences
• Creation of system-based reports for RM
• Providing information and data to customers
• Processing of orders, trades, transactions, and payments

Business Management

The assistant organizes and follows up on client meetings, including logistics and document preparation, and supports the RM in conducting investigations and resolving issues.

Risk management

The Assistant adheres to all compliance, legal, and internal policies and regulations and serves as a first line of defense against risks by reporting concerns, tracking issues, and escalating cases.

Requirements

The assistant should have the following skills and qualities:

• Excellent organizational skills
• A proactive, friendly, and customer-focused attitude
• Strong teamwork and communication skills
• A professional demeanor and high personal integrity
• Fluent in English and German (written and spoken)

We offer

A challenging and varied role in a dynamic team.