Assistant Relationship Manager

Mission

Assist the relationship manager(s) in opening new relationships and serving clients, in compliance with the Bank’s internal regulations and guidelines within our Wealth Management division.

Main responsibilities

• Prepare the necessary documentation for client meetings and business trips for relationship managers
• Handle and monitor stock exchange orders, forex transactions, fiduciary relationships, loans, payment orders and credit card applications
• Provide administrative support to the Relationship Manager and Team Head
• Cash Management
• Assist in AML clarifications and prepare clients KYC and related updates
• Direct interaction with clients by phone, e-mail and, occasionally in meetings
• Prepare and monitor account openings, closings and mutations
• Maintain records in compliance with internal and external regulation (for example: portfolio reviews, AML, KYC, etc.)
• P...