Assistant Private Banking Key Clients (100%)

  • Post Date: January 16, 2020
  • Applications 0
  • Views 317
Job Overview
Job content
Assist Relationship Managers 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

Liaise with other RM-Teams, IC-Sales, Treasury & Trading, Operations & IT

Ensure always adherence to compliance, legal guidelines, internal rules, regulations & policies etc.

2 – 4 years of experience as a self-motivated and flexible Assistant to a Relationship Manager

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

Job Detail
  • Career LevelOthers
  • Experience4 Years
  • GenderBoth
  • INDUSTRYBanking
  • QualificationMaster’s Degree
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