Assistant Relationship Manager - Team CE (m/f/d)
Core
Proactive support for CE-team members in developing business with high-net-worth private clients, handling daily operations, and managing administrative tasks.
Role type
Assistant Relationship Manager (Private Banking)
Builds
Private banking services for high-net-worth clients
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
order processing, account opening, compliance, agenda management, presentation preparation, regulatory knowledge (MiFID, AML), initiative, client orientation, service orientation
Preferred skills
specialized education in banking or business administration, experience supporting private banking clients
Technologies
securities, foreign exchange, derivatives, payment transactions
Responsibilities
Support CE-team members in business development, handle daily business including appointment preparation, manage customer interactions and account opening, process orders in securities and derivatives, perform administrative tasks for Relationship Managers, organize customer events
Seniority
Entry-level to Junior, hands-on IC