Assistant Relationship Manager – Wealth Management – European Desk
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.
• 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.
• 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