Assistant Relationship Manager Intermediaries 100% (m/f/d)
Core
Supports Relationship Managers with operational tasks for Intermediaries and End-Client requests, ensuring seamless trading and payment execution.
Role type
Assistant Relationship Manager (Intermediaries)
Builds
Operational support for wealth management front teams
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
order processing, payment execution, client administration, data reporting, meeting logistics, risk compliance monitoring, MS Office proficiency
Preferred skills
foundational knowledge of financial markets, understanding of EAM products and valuation principles
Responsibilities
process client orders, trades, and payments; maintain client records and create system reports; organize client meetings and document preparation; monitor maturity lists for deposits and loans; escalate issues to senior colleagues; ensure adherence to compliance and legal guidelines