Assistant Relationship Manager - Intermediaries

Job description

Tasks

• Supports the team and Relationship Managers (RMs) with all inquiries from Intermediaries & FOs and end clients on trading and operational aspects
• Ensures smooth processing and fast, competent and complete responses
• Tasks include:
• Order placement
• Processing customer inquiries regarding commercial and operational aspects
• Payment execution and placement of loans and deposits

Client Administration & Management

• Supports the RM and the team in all aspects of customer interaction
• Answers incoming calls and takes prompt action
• Maintains and updates records of customer instructions, details and preferences
• Creates system-based reports for the RM
• Provides verbal and/or written information and data to clients without giving advice or opinion as a value judgment
• Processes orders, trades, transactions, payments (outside of e-channels) and executes customer requests
• Helps promote the use and adoption of dedicated intermediaries & FO-E channels
• Monitors the due list for deposits, trades, takes action when instructions are initiated and seeks instructions (from RM or client) when required

Business Management

• Organizes and follows up on client meetings, including logistics and document preparation
• Supports the RM in investigations and troubleshooting, maintains close internal cooperation with other teams/departments

Risk Management

• Full adherence to compliance, legal, internal rules, regulations and policies
• Is a first line of defense against risk by raising concerns, tracking and escalating issues

Regulatory Responsibilities &/OR Risk Management

• Demonstrate appropriate values and behaviors, including:
• Standards for honesty and integrity
• Reasonable care and diligence
• Fair treatment of customers
• Management of conflicts of interest
• Competence and continuous development
• Sufficient risk management
• Compliance with applicable laws and regulations

Requirements

Professional

• CACS papers 1 and 2
• Preferred with CAMS modules 1B, 5, 6A, 8A certification
• Working knowledge of T24, Olympus and TEMOS
• Working knowledge of Microsoft Office applications (e.g. Word, Excel, PowerPoint etc.)
• Basic knowledge of 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
• Strong language skills in English (oral and written) and other languages depending on market requirements

Education & experience

• A good university degree in finance, economics or a related subject
• At least 3 years of relevant experience as an Assistant Relationship Manager in a private banking structure
• Understanding of the EAM industry, business requirements, competitive landscape
• Good product knowledge of private banking solutions, investments, offerings, etc.
• Solid affinity with the geographical market to be covered
• Excellent organizational skills, can work quickly, independently and accurately, even under pressure

We offer

• MAS-registered/appointed representative