Relationship Manager Assistant

Client Administration and Management:

• Ensure that accurate and highquality client relationship documentation formalities are met and maintained to a high standard at all times including client identification documentation (CDB) account opening forms and other relevant legal forms;
• Actively ensure that operational account management is undertaken professionally with all tasks/system alerts cleared directly where possible or via RM if investmentrelated advice is needed;
• Where appropriate you are part of client meetings and even lead parts of the meeting (e.g. documentation formalities compliance other requests of the client) if case allows;
• Actively maintain client key data in liaison with the RM to ensure CRM and other data sets are correct for good maintenance of the relationship;
• Interact with clients in an independent and professional manner in all aspects of account management;
• Proactively take the lead in supporting the RMs/TH in client relationship and all related tasks (systems applications processes documents etc.) with highquality precision and timely responsiveness;
• Ensure operational coverage and client interaction (not advice) within the team during absences;
• Compile presentations independently drafts investment proposals and supports in marketing activities;
• Create and provide clients with customized information reports statistics etc;
• Manage the RM/THs calendar prepare client meetings organise business trips complete the post processing of client calls client meetings or business trips for RMs/THs on his/her own Business Management;
• Manage the internal projects which impact the account relationships of an RM directly solving the administrative issues that arise and ensuring that all relevant systems are maintained and updated and all documentation collected as necessary;
• Collect and share relevant information ideas findings and research with colleagues to improve processes and to increase productivity and quality;
• Organise yourself in an efficient and compliant manner and ensure timely and appropriate information of the superior;
• Conduct reviews plan ahead and document your own work at all times;
• Provide professional input proposals for improvements based on experience incident occurrence or observation;
• Manage the expense claim process for RMs/TH proactively;
• Ensure adherence to local regulations and compliance with internal policies and standards (e.g. new account openings payment instructions reviewing client phone calls or signing off at own level of competence etc.) in collaboration with the respective RMs and TH;
• Ensure timely clearance of pending items and escalated deficiencies;
• Ensure appropriate ethical and compliant behaviour in his/her area of responsibility;
• Ensure correct meaningful and understandable documentation of client interaction/client orders in the corresponding tools (e.g. CRM DiAS).

Qualifications :

• 8 years in Wealth Maanagement
• Bachelors or Masters degree in Finance / Business school
• Very good communication and interpersonal skills
• Uptodate knowledge of CSSF circulars
• Excellent situational adaptability (able to work with RMs and clients from diverse backgrounds);
• Friendly and trustworthy with a high level of risk awareness proactive and independent work approach
• Sound affinity with the geographic market(s) covered i.e. familiar with the legal and regulatory environment as well as cultural awareness understanding of relevant products services as well as tools in Private Banking
• Excellent French and English language skills (verbal and written) according to specific market requirements
• Proven record of accomplishment in servicing banking clients needs (on boarding of new clients maintaining and extending current relationships).

Additional Information :

Step into the action!

• Familyfriendly and dynamic environment;
• Direct impact on the business no matter your position or seniority;
• Work in an environment that encourages autonomy and entrepreneurship;
• Flexible working arrangements to help you achieve a better worklife balance;
• Variety of cultural and sporting activities during your free time;
• Inclusion and equal treatment;
• Various employee benefits & family friendly benefits.

Remote Work :

No

Employment Type :

Fulltime