CRM Assistant
Vor 6 Tagen
Provide direct assistance to the CRM in his day-to-day work tasks in a dynamic and international environment for trading, marketing and administrative tasks. The CRM assistant is responsible for ensuring a high-end banking service to the UHNW/HNW clients.
**Responsibilities**
- Partnering with CRMs to manage client relationships on a day-to-day basis
- Trading in all main asset classes: FX, equities, fixed income, funds, commodities, structured products, HF, PE
- Handling the daily management of cash and corporate actions
- Preparing client meetings (portfolio reviews, documentation,) and organizing CRM business trips
- Supporting the CRM with compliance or client-related projects as and when required
- Creating KYC files with the support of the CRM and managing the accounts opening and closing process
- Other administrative tasks and ad-hoc requests
**Profiles**
- Successfully completed bank apprenticeship and/or Bachelor in Banking and Finance
- Previous experience in front office support role preferred
- Trading experience across main asset classes
- Excellent interpersonal skills & strong customer service ethics
- Detail oriented, reliable & attitude to work well under pressure
- Solid knowledge of Microsoft tools. Knowledge of Avaloq & Bloomberg advantageous
- Excellent presentation, sense of responsibilty & proactivity
- Interest in Financial Markets, knowledge and understanding of basic asset classes (equities, fixed income, FX,)
- Fluent in Russian and English is a must, fluency in other languages an asset
**Activity rate**
100 %
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