Assistant Relationship Manager - Intermediaries

Job description

The Assistant Relationship Manager - Intermediaries supports the team and Relationship Managers (RMs) with all intermediaries 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

• Supporting the RM and the team in all aspects of customer interaction
• Answering calls and promptly carrying out instructions
• Updating customer information, details, and preferences, as well as creating system-based reports for RM
• Providing information and data to customers without offering advice or making value judgments
• Processing of orders, trades, transactions, payments, and placement of loans and deposits
• Support in promoting the use and deployment of e-channels for intermediaries and FOs
• Monitoring the maturity structure for deposits, bonds, trades, and taking action when necessary

Business tasks

• Organization and follow-up of customer meetings, including logistics and document preparation
• Supporting the RM in investigations and troubleshooting, and working closely with other teams and departments

Risk management

• Full compliance with compliance, legal regulations, internal rules, and guidelines
• First line of defense against risks by reporting concerns, tracking issues, and escalating when necessary

Requirements

• 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 (e.g., Word, Excel, PowerPoint)
• Basic knowledge of financial markets, structures, and regulations, as well as industry knowledge
• Basic knowledge of relevant products and services for EAM customers, as well as evaluation principles
• Very good English skills (written and spoken) and other languages according to market requirements

Education and experience

• 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 bank
• Understanding of the EAM business sector, business requirements, and competitive landscape
• Good product knowledge of private banking solutions, investments, and offerings
• Good organizational skills, ability to work quickly and independently as an Assistant RM, and ability to work accurately even under pressure