Assistant Relationship Manager

21.07. | Employee | 100%

Assistant Relationship Manager

Perform administrative tasks related to client files and provide administrative, organizational and communication support to the Relationship Manager in his/her daily tasks.

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Job description/ key responsibilities:

  • Update and maintain the customer database

  • Preparation of ad-hoc files for the Management

  • Follow-up clients files, EAM’s and coordination with the different departments of the Bank

  • Participation in Bank events

  • Daily administration, closing of accounts / relations

  • Request for issuing, delivering and cancelling debit cards and credit cards

  • Seizure of fiduciary investments, loans and renewals, investment orders (equity, bonds, funds, hedge funds, private equity), cash and forward exchange transactions, etc.

  • Establishment and sending of estimates, statements, notices, etc.

  • Reception and phone contact with customers, appointment preparation

Professional experience:

  • 5 to 10 years of experience – Mid to Senior level of experience

Personality characteristics:

  • Autonomous, multi-tasking, proactive

  • Team spirit and collaborative spirit

  • Positive attitude, showing engagement

  • Rigorous, precise, structured approach and organized

  • Strong communication skills

  • Customer oriented

Language requirements:

  • Italian, English and French