RM ASSISTANT

Descrizione del lavoro:

MAIN MISSION
The RM Assistant is part of a Private Banking team and directly reports to the Desk Head who is based in Geneva.

KEY RESPONSIBILIITES
* Ensure delivery of first class service for clients by communication with clients on a regular basis, keeping clients informed of the performance and outlook of their investments and ensuring early identification of issues as well as complaint management (incidents).
* Coordinate and ensure high quality reporting, investment related, administration and transition processes (take-on/off, mandate changes) related to mandates.
* Ensure all account opening & closing.
* Daily checking of maturities of clients fiduciary deposits and checking the accounts in debit.
* Professional handling of all client queries and managing the interactions and communication with clients.
* Ensure client reporting are of high quality, oversee maintenance of client records, legal documentation, KYC, and resolve any problems related to client reports.
* Cultivate business development opportunities which includes coordinating and preparation of business travels of the Relationship Manager, as well as presentations and appointments for RM with clients.
* Maintain and check data quality in CRM tool.

PROFIL
* Strong client and service orientation, good interpersonal skills at all levels.
* Ability to work under pressure whilst producing quality work, time management skills.
* Prior and successful similar experience as Relationship Manager Assistant is a plus.
* High standard of attention to detail & accuracy
* Strong Project Management skills in a cross border set up.
* Excellent organizational and time management skills
* Good understanding of investment and post investment operational processes.
* Relevant written and verbal language skills in English and French. Russian or Greek would be highly appreciated