Assistant Relationship Manager

Vor 2 Tagen


Zürich, Schweiz Phoenix Search & Consulting Vollzeit

Tasks:

  • Conducting calls with clients, including performing call-backs to confirm manual payment orders
  • Providing assistance to clients with their immediate queries
  • Completing client ad-hoc requests including dispatch of statements and advices
  • Assisting clients in account opening process to ensure that all the mandatory documents are completed, including preparing the initial KYC for RM review
  • Support the RM in compliance related tasks including daily alerts monitoring and EDD update
  • Ensure all the relevant information is complete and ready for the RM to verify and submit
  • Provide support to RM`s in completing Credit related tasks, including reviewing the clients credit application, raising e-credit files, follow-up with relevant departments and checking credit documents to ensure they are complete
  • Entering Clients FX, Time Deposit and Fiduciary orders in system
  • Active participation in projects and any other activities required / pertinent to the role, and as required.

Requirements:

  • Swiss Banking apprenticeship or equivalent
  • Banking & Finance Degree or similar
  • Must have sound knowledge of the regulatory and compliance topics
  • 3-5 years experience in a similar role
  • English – Excellent Written & Spoken (a must)

 



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