Assistant Relationship Manager Intermediaries

Job description: Assistant Relationship Manager Intermediaries

Tasks

• Customer administration and 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 oral and/or written information and data without giving 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 due list for deposits, loans, trades; takes action when instructions are standard, seeks instructions (from RM or client) when necessary and required
• Business administration:
  • Organizes and follows up on customer meetings, including logistics and document preparation
  • Supports the RM in investigations and troubleshooting, maintains close internal cooperation between teams/departments
• Risk management:
  • Full adherence to compliance, legal guidelines, internal rules, regulations and policies
  • Is a first line of defense against risk by raising concerns, tracking issues and escalating when necessary

Requirements

• Personal and social skills:
  • Excellent organizational skills, can work quickly, independently and accurately within the Assistant RM area, even under pressure
  • Proactive, friendly, solution-oriented and customer-oriented attitude
  • Strong team player with excellent communication skills
  • Professional appearance and effective
  • High personal integrity and risk awareness/ethical attitude
• Language skills:
  • Fluency in French and English (oral and written)
  • Other languages are an advantage

We offer

No specific benefits or offers mentioned in the text.