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Relationship Manager Assistant
4 weeks ago
Description du poste
- Support relationship managers in performing various client transactions and delivering high quality customer services to high net worth clients;
- Involve in executing clients instructions, performing account opening procedures, preparing and collecting documentation from clients in a timely and accurate manner;
- Process credit approvals, investment and deposit transactions, and coordinate with relevant teams when required;
- Proactively monitor clients' account status and report for any irregularities;
- Act as a key contact, both external and internal, for clients' daily operational enquiries;
- Ensure the performing transactions are in compliance with the Bank's policies and legislative requirements;
- Complete all mandatory training as required to attain and maintain proficiency;
- To manage meetings and travel arrangements of RMs;
- To assist RMs in updating client documentation to meet KYC requirement. Track and follow up on all required documentation from client in a timely manner.-
- Date de prise de fonction
01/09/2023
- Poste avec management
Non
- Niveau d'étude minimum
Bac + 3 / L3
- Formation / Spécialisation
University degree
5+ years relevant banking experience;
- Private banking experience will be an advantage
- Niveau d'expérience minimum
6 - 10 ans
- Soft skills
- Good communication and interpersonal skills;
- Customer-focused, self-motivated, and meticulous;
- Able to work under pressure;
- Outils informatiques
- Investment product knowledge and experience
- Langues
Fluent in written and spoken English. Arabic and/or French a strong asset
- Entreprise Indosuez Wealth ManagementÀ propos de CA Indosuez (Switzerland) SA CA Indosuez (Switzerland) SA est l'un des établissements de référence de la place financière suisse, figurant parmi les cinq premières banques étrangères du pays. Outre ses activités de Gestion de Fortune en Suisse, au Moyen Orient et en Asie, la banque est également active dans les domaines des Marchés de Capitaux, du Financement Transactionnel de Matières Premières et de la Banque Commerciale. Présente en Suisse depuis plus de 140 ans, elle compte aujourd'hui environ 1000 spécialistes répartis dans les fonctions commerciales, de produits et de services, ainsi que de support et de contrôle. Ses équipes conjuguent ainsi leurs connaissances de l'environnement local avec les nombreuses expertises et possibilités d'action du réseau mondial d'Indosuez Wealth Management, de la Banque de Financement et d'Investissement (Crédit Agricole CIB) et du Groupe Crédit Agricole.
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