Assistant Relationship Manager

Jelentkezés a cégnél

Munkaidő, foglalkoztatás jellege
- Teljes munkaidő
- Általános munkarend
Elvárások
- Angol középfok és
- Német anyanyelvi szint
- 1-3 év tapasztalat
- Középiskola

Teljes munkaidő Általános munkarend

Angol középfok és Német anyanyelvi szint 1-3 év tapasztalat Középiskola

Állás elmentve

A hirdetést eltávolítottuk a mentett állásai közül.

About the role:
You will support Senior Relationship Managers in delivering a first-class client experience. Your key responsibilities include:

Client Support & Administration
- Assist in day-to-day servicing of German-domiciled private banking clients.
- Prepare account opening documentation, manage KYC/AML updates, and handle administrative requests.
- Coordinate with internal departments (Compliance, Operations, Investment Advisory).
Business Development Support
- Prepare bespoke presentations, proposals, and RFP responses tailored to prospective and existing clients.
- Support the onboarding of new clients and contribute to internal business development initiatives.
Investment & Portfolio Support
- Help monitor client portfolios and prepare investment reports and briefing notes.
- Assist with trade execution workflows and internal booking processes.
Operational Excellence
- Maintain client files and ensure data quality in CRM systems.
- Prepare meeting agendas, follow-up notes, and documentation for client reviews.

About the candidate:

2-4 years of experience in a similar role within private banking or wealth management.
Solid understanding of banking products, investment concepts, and compliance processes.
Excellent communication skills in German (native level) and English; additional languages are an asset.
Strong analytical skills with high attention to detail.
Proficient with MS Office, especially PowerPoint and Excel.
Client-oriented, proactive, and able to work both independently and in a team.

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