Assistant Relationship Manager - Product Specialist
Core
Support Relationship Managers in delivering investment advice and portfolio management for high-net-worth clients (AuM CHF 3m-10m) by conducting portfolio reviews, proposing asset allocation strategies, and acting as a key interface between Relationship Managers and Investment Management Services.
Role type
Product Specialist supporting Relationship Managers in Private Banking
Builds
Investment proposals, portfolio reviews, and asset allocation strategies for Advice Premium mandates
Domain
Private Banking / Wealth Management
Deliverable
product features
Required skills
Portfolio monitoring, asset allocation strategy, risk tolerance assessment, client communication support, trade process coordination, regulatory compliance awareness, financial product knowledge, market analysis, CRM administration, cross-functional collaboration
Preferred skills
Experience with leverage reviews, familiarity with global financial markets, knowledge of specific geographic markets
Technologies
myCRM, PAR reports
Responsibilities
Conduct portfolio reviews and leverage reviews upon RM request, communicate JB's investment strategy and propose portfolio modifications, establish risk tolerance and asset allocation strategies with RMs, serve as key interface between RM and IWMS, collaborate with competence centers for business development, support RMs with investment ideas and proposals
Seniority
Mid-level IC