Assistant Relationship Manager - Intermediaries

Job description

Tasks

• Client Administration & Management:
  • Supports the Relationship Manager (RM) and the team in all aspects of customer interaction
  • Answers incoming calls and takes immediate action
  • Maintains and updates records of customer instructions, details and preferences
  • Creates system-based reports for the RM
  • Provides clients with verbal and/or written information and data, without advice or opinion as a value judgment
  • Processes orders, trades, transactions, payments (outside of e-channels) and executes customer requests
  • Promotes the use and adoption of our dedicated Intermediaries & FO e-channels
  • Monitors the maturity list for deposits, investment products and takes action when instructions are started, seeks instructions (from RM or client) when required
• Business Management:
  • Organizes and tracks client meetings, including logistics and document preparation
  • Supports the RM in investigations and troubleshooting, maintains close internal collaboration between teams/departments
• Risk Management:
  • Full adherence to compliance, legal, internal rules, regulations and guidelines
  • Is a first line of defense against risk by raising concerns, tracking issues and escalating when necessary
• Regulatory Responsibilities &/OR Risk Management:
  • Demonstrate appropriate values and behaviors, including but not limited to standards of honesty and integrity, care and diligence, fair treatment (treating clients fairly), managing conflicts of interest, competence and continuous development, appropriate risk management and compliance with applicable laws and regulations

Requirements

• Personal qualities:
  • High level of personal integrity and risk awareness/ethical attitude
• Professional requirements:
  • CACS Papers 1 and 2
  • Preferably 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 the financial markets: structure, function and legal/regulatory environment as well as industry knowledge
  • Basic knowledge of relevant products and services for EAM customers, plus valuation principles
  • Fluency in English (oral and written) and other languages depending on market requirements
• Education and experience:
  • A good university degree in finance, economics or a related field
  • 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 geographic market(s) to be covered
  • Excellent organizational skills, able to work quickly, independently and accurately within the Assistant RM area, even under pressure
• Other:
  • MAS-registered/appointed representative

We offer