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

Your challenge

Your responsibilities include:

• Customer administration and management
• Supporting the relationship manager and the team in customer interactions
• Answering calls and responding promptly
• Updating customer information and preferences
• Creation of system-based reports for the relationship manager
• Processing of orders, trades, transactions, and payments

management

Your responsibilities will include:

• Organization and follow-up of customer meetings
• Supporting the relationship manager with investigations and problem solving

Risk management

They are responsible for ensuring compliance with regulations, laws, internal rules, and policies, and serve as the first line of defense against risks.

Your profile

We are looking for someone with:

• Excellent organizational skills
• A proactive, friendly, and customer-focused attitude
• Strong communication skills
• Professional demeanor
• High personal integrity and risk awareness

Requirements

We expect:

• Fluent English (C1 or higher) and German
• A strong team player with excellent communication skills
• Professional demeanor
• High personal integrity and risk awareness

We offer

We offer a challenging and varied role in a dynamic team.