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Posted on :
24-05-2024
Employer Active
1 Vacancy
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Jobs by Experience
0 - 2 years
Monthly Salary
Not Disclosed
Salary Not Disclosed
Nationality
Any Nationality
Gender
N/A
Vacancy
1 Vacancy
Posted on :
24-05-2024
Job Description
We are currently working with an international Wealth Management firm who are looking to hire a Relationship Manager Senior Assistant to join their team. This role will require strong administrative and organisational skills.
Role Duties Include:
- Provide fundamental support in all phases of client service and account maintenance to assist the business activities of RM s.
- Provide administrative support to RM s and/or Management by maintaining existing accounts through excellent client service.
- Assist with all aspects of account opening, amendments and closures as directed by RM s.
- Support the Front Office in the performance of the periodic KYC Client Review.
- Handling any documentation, AML reviews, presentation preparation and mailings, as required.
Requirements
- Previous experience in the Financial Sector essential.
- Strong organizational and administrative skills.
- Strong communication and interpersonal skills.
- Sensitivity in dealing with confidential business and client-related information.
- Knowledge and experience of client service skills, communication skills and presentation skills.
Benefits
This is a great opportunity for someone who is looking to develop their career in the area of Relationship Management with a highly regarded firm.
To discuss this opportunity in confidence, contact Aoife Stokes at or apply directly via the link below.
Previous experience in the Financial Sector essential. Strong organizational and administrative skills. Strong communication and interpersonal skills. Sensitivity in dealing with confidential business and client-related information. Knowledge and experience of client service skills, communication skills and presentation skills.
Employment Type
Part Time
Department / Functional Area
Key Skills
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