Assistant Relationship Manager

Tasks

The assistant supports the team and relationship managers (RMs) with all inquiries from private clients, both in terms of trading and operational aspects, with the aim of ensuring smooth operations and quick, competent, and comprehensive responses.

• Supports the RM and the team in all aspects of customer interaction
• Answer incoming calls and take immediate action
• Maintains and updates records of customer instructions, details, and preferences
• Creates system-based reports for the RM
• Provides customers with verbal and/or written information and data without offering advice or making value judgments
• Processes orders, trades, transactions, payment instructions, and handles and executes customer inquiries.
• Supports local teams with cash handling and customer service on site
• Monitors the due date list for deposits, loans, trades; acts when instructions are standard and obtains instructions (from RM or customer) when necessary and required

management

• Organizes and follows up on client meetings, including logistics and document preparation
• Supports the RM in investigations and problem solving by maintaining close internal cooperation between teams/departments

Risk management

• Full compliance with regulations, laws, internal rules, regulations, and guidelines at all times
• Acts as the first line of defense against risks by raising concerns, tracking issues, and escalating as necessary

Requirements

• Excellent organizational skills, able to work quickly, independently, and accurately within the Assistant RM environment, even under pressure
• Proactive, friendly, team-oriented, and solution-oriented personality
• Flawless presentation and communication skills

We offer

No information available.