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 processing
• Processing customer inquiries
• Execution of payments
• Placement of loans and deposits
• Accuracy and timeliness are of utmost importance

Client Administration & Management

• Supports the 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 giving advice or expressing an opinion as a value judgment
• Processes orders, trades, transactions, payments (outside of e-channels) and executes customer requests
• Promotes the use and introduction of our special e-channels for intermediaries & FO
• Monitors the due date list for deposits, bonds, trades, takes action on standard instructions, weekly instructions (from RM or customer) when necessary

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 issues and escalating when necessary

Regulatory Responsibilities &/OR Risk Management

• Demonstrate appropriate values and behaviors, including:
• Standards for honesty and integrity
• 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

YOUR PROFILE

• High level of personal integrity and risk awareness/ethical mindset

Professional

• CACS Papers 1 and 2
• Preferably with CMFAS modules 18, 5, 6A, 8A certification
• Working knowledge of T4A, Olympics, and TEMS
• 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
• Very good English skills (spoken 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 geographic market(s) to be covered
• Excellent organizational skills, can