RM Assistant H/F

  • 07 novembre
  • United Arab Emirates
  • CDI
CA Indosuez Switzerland
As a Wealth Management generalist, the Client Service Officers (RM Assistant) works within a team of assistants.
You support a/several Relationship Manager(s) (RM) in the administrative and operational management of their clientele portfolios.

You hold a key relationship position and contribute to the quality of the Bank's image. You are acting as a link between the operational departments of the Bank, the employees and the clients.

Key responsabilities :
Ensure the link between the client, RMs, Service Team and operational departments

Assist RMs in their mission by executing the day-to-day business and more occasional activities

Establish and maintain quality relationships with the clients (both external and internal)

Proceed with accounts openings/closings, pass the orders and controls the correct execution
Control client identification, and call-backs

Master the mechanisms of the bank and works within the established practices and procedures.
 

At least 5 years of relevant experience in front office private banking.


? University degree or equivalent