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
Liaise with other RM-Teams, IC-Sales, Treasury & Trading, Operations & IT
Ensure always adherence to compliance, legal guidelines, internal rules, regulations & policies etc.
Knowledge in and understanding of investment products
Operate proficiently Microsoft Office for working on regular presentation preparations, spreadsheets
Fluency in English and German (spoken and written)
Strong organizational skills
Able to work independently, well organized, swift and accurate even when under pressure
Service oriented, discreet and responsible
Friendly, open personality, well-presented and professional appearance