Assistant Relationship Manager

Tasks

The assistant supports the Relationship Manager (RM) with administrative tasks related to intermediaries and end customers. Responsibilities include:

• Onboarding End-Customer Relationships
• Maintaining contracts and documentation in the relevant systems
• Assisting the RM with the processing of files and documentation

Key Areas of Responsibility

The time allocation for the various areas of responsibility is as follows:

• Acquisition Management: 5%
• Relationship Management: 20%
• Service Management: 60%
• People & Performance Management: 5%
• Risk Management: 10%

Requirements

The following qualifications and experience are required for this position:

• Relevant experience in the banking industry, compliance, and/or asset management, investment
• Proficiency in Microsoft Office (Outlook, Word, Excel) and customer relationship management software

We offer

This position offers the opportunity to be part of a team and help shape the future of wealth management.