Client Relationship Officer EAM/EWA 80-100% (f/m/d)
Core
Handling day-to-day business for External Asset Managers (EAM) and External Wealth Advisors (EWA) via digital channels and processing securities, FX, and derivatives transactions.
Role type
Client Relationship Officer (Intermediary/Private Banking)
Builds
Digital banking services and transaction processing for EAMs and EWAs
Domain
Private Banking / Asset Management
Deliverable
client delivery
Required skills
securities knowledge, foreign exchange, derivatives, regulatory compliance, MS-Office
Preferred skills
Avaloq, banking apprenticeship, business management qualification
Responsibilities
Proactive handling of daily business via digital channels, processing securities/FX/derivatives transactions, supporting EAMs and EWAs in banking transactions, administrative substitution, project collaboration