We are seeking an
Assistant Relationship Manager for the
European desk of a leading global private banking subsidiary of a financial group. In this role, you will provide crucial
support to a senior Relationship Manager by managing client onboarding, handling investment and administrative tasks, backup with clients and ensuring smooth communication and organization. As a dedicated member of our client's team, you will play an
essential role in delivering top-notch banking experiences to private clients worldwide. Join a dynamic work environment and be a part of a company committed to excellence in all aspects of its operations.
Role:
- Maintaining Daily Contacts (In-Person and Over the Phone) with the Bank's U/HNW clients and Internal Teams (Investments, Trading, Legal, Compliance, Back Office, and Control) in a Multilingual Setting
- Responsible for Accurate and Timely Execution of Clients' Instructions (Transfers, Trades, Information Requests, etc.)
- Account Opening and KYC Review Assistance for Onboarding
- Keeping Customer Database Up-to-Date by Adhering to Internal and External Regulations (AML, FINMA, FATCA, etc.)
- Coordination with Other Intermediaries (Clients' Lawyers, Trustees)
- Preparation of Reports upon Request from Relationship Manager, Clients, Compliance Officer, or Authorized Persons
- Participation in Bank Events
- Supporting Market Development for Relationship Managers
- Providing Backup Support to the Relationship Manager during Travel.
Why Should You Apply?
- Opportunity for Growth: As an Assistant Relationship Manager, you will have the opportunity to learn from and work alongside a seasoned professional in the field, allowing for valuable skills development and growth in your career.
- Dynamic Work Environment: Our client offers a dynamic work environment where you can contribute to a team dedicated to delivering top-notch banking experiences to private clients worldwide.
- International Exposure: With an international presence, this role offers exposure to a diverse range of clients and experiences, providing an enriching and fulfilling work experience.
- Impactful Contributions: As a key support player, your work will directly impact the success of the senior Relationship Manager and the satisfaction of clients, offering a sense of purpose and accomplishment in your role.
Profile:
- Strong Educational Background in Banking and/or Finance
- Minimum of 5 Years of Experience as a Wealth Management Assistant or Client Service Executive in a Private Banking Setting
- Fluency in English and French is Required
- Additional Language Skills is a Plus
