Assistant Relationship Manager

Tasks

• Supports Relationship Managers (RAMs) in customer interactions and all related tasks (systems, processes, files, documents, etc.) by maintaining high quality standards and ensuring timely implementation
• Tailors responses to customer inquiries (reports, statistics, meetings, etc.)
• Manages the internal and external workload of the relationship managers (e.g., arranges business trips, handles administrative tasks related to business contacts with various clients)
• Creates presentations, reports, or draft documents for investment products intended for marketing activities targeting wealth management clients (reporting meetings, business trips, etc.)
• Ensures coverage in the event of a client's absence
• Regularly gathers and shares relevant information necessary for his work
• Conducts reviews, schedules, and displays documents in their own area
• Supports the Relationship Managers in implementing projects and activities in close coordination with the Business Manager team
• Uses software and systems that have been set up to improve his work based on experience, incidents, or observations
• Manages the expense report process for relationship managers

Requirements

• Ability to communicate effectively with customers and colleagues at all levels and build relationships
• Ability to plan and manage a diverse workload
• A strong sense of commitment and passion for the job
• Excellent oral and written communication skills
• Highly organized, proactive, and self-directed
• In-depth knowledge of the financial market and the products and services offered by JB Pride
• A solid understanding of global financial markets and current industry trends
• A strong affinity for the geographic markets covered, i.e., familiarity with the legal and regulatory environment as well as cultural sensitivities
• Representatives in accordance with MASRA and/or FSB