On behalf of our client a renowned Swiss private bank we are looking for an Assistant Relationship Manager to assist Relationship Managers in the daytoday work servicing clients and handling administrative issues.
Tasks
- Assist Relationship Managers in the daytoday work servicing clients and handling administrative issues
- Attend incoming calls and ensure that always a prompt action is taken
- Handle the account openings for new clients as well as account changes to existing clients
- Ensure efficient and prompt handling of orders trades transactions payments etc.
- Monitor the maturity list for deposits loans trades; take action were instruction is standard seek instructions (from RM Account Manager or client) if necessary and required
- Maintain and update records of client instructions client details and preferences
- Provide clients Relationship Manager and Account Manager with information and data in
- verbal and/or written form as needed/requested
- Compile KYC files and perform risk management tasks
- Liaise with other RMTeams Compliance Risk Management ICSales Treasury & Trading Operations & IT
- Ensure always adherence to compliance legal guidelines internal rules regulations & policies etc.
Requirements
- Commercial apprenticeship or similar
- At least 2 years of working experience in the banking industry
- Proven track record in servicing banking clients with complex needs (on boarding of new clients maintaining and extending current relationships)
- Operate proficiently Microsoft Office for working on regular presentation preparations spreadsheets
- Strong organizational skills
- Fluency in English and German
- Service oriented discreet and responsible
- Friendly open personality wellpresented and professional appearance
- Able to work independently well organized swift and accurate even when under pressure
Apply online now:
To start we only need your resume so you do not need to add a cover letter.
As soon as we have reviewed your documents you will hear from us again.
We look forward to getting to know you!
Please note that we only consider people with relevant technical expertise for this position. Residence in Switzerland is a must.