Assistant Relationship Manager - Intermediaries

Tasks

The Assistant supports the team and Relationship Managers (RMs) with all inquiries from intermediaries and end customers regarding trading and operational aspects. The main objectives are smooth processing and fast, competent, and complete responses. Tasks include:

• order placement
• Handling customer inquiries
• Execution of payments
• Placement of loans and deposits

Your challenge

Your responsibilities include:

• Client administration and management
• Supporting the relationship manager and the team in customer interactions
• Answering calls and handling inquiries
• Updating customer information and preferences
• Preparation of reports for the relationship manager
• Processing of orders, trades, transactions, and payments

management

Your responsibilities will include:

• Organization and follow-up of customer meetings
• Supporting the relationship manager with investigations and problem solving

Risk management

You must:

• Comply with all compliance, legal, and internal policies
• Act as the first line of defense against risks by raising concerns, tracking issues, and escalating them when necessary.

Your profile

We are looking for someone with:

• High personal integrity and risk awareness
• CACS Papers 1 and 2
• CMFAS modules 1B, 5, 6A, 8A certification (preferable)
• Working knowledge of T24, Olympics, and TEMOS
• Working knowledge of Microsoft Office applications
• Basic knowledge of financial markets and the legal framework
• Strong English skills (both written and spoken) and other languages as required by the market

Training and experience

We are looking for someone with:

• A good university degree in finance, economics, or a related subject
• At least 3 years of experience as an Assistant Relationship Manager in a private bank
• Knowledge of the EAM business sector, business requirements, and competitive environment
• Good product knowledge of private banking solutions, investments, etc.
• Excellent organizational skills to work quickly, independently, and accurately

We offer

(No information available)