Assistant Relationship Manager

Job description

Assistant Relationship Manager (ARM) Private Banking

Tasks

• Supports one or more Relationship Manager(s) (RM)/ Team Head(s) (TH) in daily operations, administration, customer care and relationship management
• Interacts with internal and external stakeholders, provides relevant information to clients and supports the RM in the implementation of customized solutions
• Manages the RM/TH's calendar, prepares client meetings, organizes business trips, completes follow-up of client meetings, client meetings or business trips for RMs/THs
• Prepares presentations, assists in the preparation of investment proposals and marketing activities (client reception, meetings, business trips, events, etc.)
• Collects and regularly exchanges relevant information required for the work
• Ensures representation in your own absence

Requirements

Professional skills

• Friendly, trustworthy and discreet personality with high risk awareness
• Highly service-oriented and passionate about customer care
• Always communicates in a friendly, competent and professional manner
• Open, approachable and shows genuine interest in people and improving processes
• Systematic, precise and careful way of working and the ability to work under pressure
• Personal integrity and ethical behavior
• Team player

Education and experience

• Very good knowledge of Catalan and English (oral and written)
• Degree in law, business administration or similar
• Experience in communicating with employees and stakeholders at various management levels
• Experience in supporting banking clients with complex needs
• Decisive and results-oriented
• Strong organizational skills

We offer

No specific benefits mentioned