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Assistant Relationship Manager
2 months ago
About the Role
We are seeking a highly organized and detail-oriented Assistant Relationship Manager to support our experienced Relationship Managers with their workload and client books.
Key Responsibilities
- Provide exceptional client service by handling inquiries, managing payments, and updating client records in a timely and accurate manner.
- Prepare and distribute administrative documentation, support Relationship Managers with client after-sales tasks, and coordinate marketing events and invitations.
- Ensure Relationship Managers are informed about all business transaction records and client interactions.
- Assist with account opening and closing processes, ensuring compliance with Anti-Money Laundering (AML) requirements and conducting Know Your Customer (KYC) due diligence searches.
Requirements
Essential Skills
- Excellent written and spoken English language skills.
- Results-driven, highly organized, and able to manage a complex workload and prioritize tasks effectively.
- Advanced level of Excel and PowerPoint knowledge.
- Demonstrate interest in financial markets and daily market movements.
- Outstanding presentation and communication skills, with a positive personal impact.
- Strong client focus, with the ability to say no to clients when required.
- Ability to anticipate risk and react accordingly.
- Collaborate effectively with the team, with a strong work ethic.
Experience and Education
- Financial industry experience required, with a preference for Wealth Management.
- Degree preferable, with IAD level 4 preferable.
Language
Russian language skills are a must.