Job offer
Assistant Relationship Manager
The Assistant Relationship Manager will support the Relationship Manager in managing client relationships, handling client inquiries and performing administrative tasks. The ideal candidate will have solid private banking experience, excellent communication skills and an understanding of global financial markets.
Job description
Tasks
- Supporting the Relationship Manager in managing customer relationships and interactions
- Precise and prompt processing of customer inquiries and problems
- Escalation of problems to higher colleagues if required
- Assistance with administrative tasks such as preparing presentations, organizing meetings and travel
- Carrying out ad hoc analyses and research
Your challenges
Customer administration and management
- Supporting the Relationship Manager with customer interactions and tasks
- Individualization of customer inquiries
- Coordination of daily office tasks of the Relationship Manager
- Preparation of presentations and support in the preparation of investment proposals
- Ensuring representation in the event of absence
Business management
- Support and promotion of business development
- Collection and exchange of relevant information
- Organizing and ensuring that the team is informed promptly and appropriately
- Customer contacts, review, planning and documentation of work
- Supporting the Relationship Manager in the implementation of projects and initiatives
Regulatory responsibilities / risk and compliance
- Active support for risk management
- Ensuring compliance with local regulations and internal guidelines
- Ensuring the timely clarification of open points and escalated defects
- Ensuring appropriate ethical and behavioral standards
- Correct and meaningful documentation of customer interactions
Requirements
Personal and social
- Strong communication skills
- Openness, accessibility and genuine interest in people and process improvements
- Systematic, precise and careful way of working
- Personal integrity and ethical behavior
Professional and technical
- Sound knowledge of the geographical market
- Good understanding of relevant products and services in private banking
- Basic knowledge of global financial markets and current developments
- Relevant service capabilities with customers
- A sound understanding of economic and financial products
- At least 3 years of experience as an Assistant Relationship Manager in a private banking structure
We offer
No information available.Job details
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