Assistant Relationship Manager Nordic Market, 100%
Vor 3 Tagen
For our client a well-known swiss private bank, we are looking for an Assistant Relationship Manager for the Nordic Market.
The Assistant Relationship Manager supports one Relationship Manager in daily operations, administration, client care and relationship management.
Tasks
- Assist one Relationship Manager in the day-to-day 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 or client) if necessary and required
- Maintain and update records of client instructions, client details and preferences
- Provide clients and Relationship 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 RM-Teams, Compliance, Risk Management, IC-Sales, Treasury & Trading, Operations & IT
- Ensure always adherence to compliance, legal guidelines, internal rules, regulations & policies etc.
**Requirements**:
- Commercial apprenticeship or similar
- 2 - 4 years of working experience in a similar position in the banking industry
- Operate proficiently Microsoft Office for working on regular presentation preparation spreadsheets
- Strong organizational skills
- Fluency in English (oral and written), any other language is beneficiary
- Service-oriented, discreet and responsible
- Friendly, open personality, well-presented and professional appearance
- Able to work independently, well organized, swift and accurate even when under pressure
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
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