Position tasks:
- Support IAM Client Relationship Managers (CROs) in the daily business activities
- Provide a top quality service to clients (regular and prompt contact with clients through personal client meetings, phone / email)
- Execution of client account openings, closures and updates (internet search, provide corroborative documents)
- Preparation and follow-up of client visits (account documentation, check documents, account statements, etc.)
- Execution and control of all client instructions (stock market transactions, payments, foreign currency trades, etc.)
- Various administrative and organizational tasks (client reviews, missing /pending documents, delivery of holdmail, etc.)
- Preparation of marketing material (presentations / pitchbooks / investment proposals / portfolio reviews)
- Promote paperless accounts and e-banking usage
- Comply with the Code of Conduct and all internal regulations (e. g. Cross Border, AML, Clear & Clean Desk Policy, Absence Management)
Position skills:
- Minimum 5 years of previous experience in a financial services firm. Experience with independent asset managers or multi family offices is an advantage
- Language skills: German and English necessary, additional languages an advantage
- Ability to cope with pressure, deadlines and flexible working hours
- Good understanding of financial instruments (equities, bonds, investment funds structured products, derivatives) required
