Job offer
Assistant Relationship Manager - Intermediaries
The Assistant Relationship Manager - Intermediaries supports the team and relationship managers in serving intermediaries and end customers by processing inquiries, placing orders, and executing transactions. The position requires a high degree of accuracy and reliability, as well as experience in private banking and financial markets.
About the job
The Assistant Relationship Manager - Intermediaries position supports the team and Relationship Managers (RMs) with all intermediaries and FO inquiries regarding trading and operational aspects. The goal is to ensure smooth operations and quick, competent, and complete responses.Your challenge
Your responsibilities include:- Client administration and management: supporting the RM and the team in client interactions, handling calls and inquiries, updating client data and preferences
- Processing of orders, trades, transactions, payments, and execution of client requests
- Support in promoting the use and deployment of e-channels for intermediaries and FOs
- Monitoring of maturity schedules for deposits, loans, trades, and execution of instructions
- Organization and follow-up of client meetings, including logistics and document preparation
- Supporting the RM in investigations and problem solving, maintaining close cooperation with internal teams and departments
Risk management
You must adhere to all compliance, legal policies, internal rules, regulations, and guidelines, and 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 a candidate with:- High personal integrity and risk awareness
- CACS papers 1 and 2, preferably with CMFAS modules 1B, 5, 6A, 8A certification
- Working knowledge of T24, Olympics, and TEMOS
- Working knowledge of Microsoft Office applications
- Basic knowledge of financial markets, products, and services
- Strong English skills (written and spoken) and other languages as required by the market
Training and experience
We are looking for a candidate with:- 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 environment
- Knowledge of the EAM industry, business requirements, and competitive landscape
- Good product knowledge of private banking solutions, investments, etc.
- Excellent organizational skills to work quickly, independently, and accurately
Job details
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