Assistant Relationship Manager - Intermediaries

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 will include:

• Client Administration and Management: Supporting the RM and the team in client interactions
• Answering calls and promptly carrying out instructions
• Updating customer information and preferences
• Creation of system-based reports for RM
• Processing of orders, trades, transactions, and payments
• Support for promoting the use of e-channels
• Monitoring the maturity structure for deposits, bonds, and trades

Business tasks

Your responsibilities will include:

• Organization and follow-up of customer meetings
• Supporting the RM in investigations and problem-solving

Risk management

Your responsibilities will include:

• Full compliance with regulations, legal requirements, and internal policies
• Identification and Reporting of Risks

Your profile

We are looking for a candidate with:

• High personal integrity and risk awareness
• CACS Papers 1 and 2
• CMFAS Modules 18, 5, 6A, 8A certification (preferred)
• Working knowledge of T4A, Olympics, and TEMS
• Working knowledge of Microsoft Office applications
• Basic knowledge of financial markets and products
• Excellent organizational skills
• At least 3 years of experience as an Assistant Relationship Manager at a private bank

We offer

No information available.