Relationship Manager Assistant

Key Features of the Position

·       Support one or more (Senior) Relationship Manager(s) in the administrative tasks

·       Process account documentation and deal with the administrative aspects of account openings

·       Deal with incoming post, faxes, e-mails and phones and execute client orders / requests in line with the Relationship Manager’s instruction

·       Process trade and wire transfer instructions

·       Deal with different client reporting and client servicing

The above description is a non-exhaustive list of daily activities. The employee may be required to perform other duties in respect with his/her global role profile.

Personality Competence

·       Knows personal strengths, weaknesses, opportunities, and limits; seeks feedback; gains insights from mistakes; is open to criticism; isn’t defensive; is receptive to talking about shortcomings

·       Is cool under pressure; does not become defensive or irritated when times are tough; is considered mature; is not knocked off balance by the unexpected; doesn't show frustration when resisted or blocked. Ability to judge when to involve others or seek the support of others

·       Is easy to approach and talk to; spends the extra effort to put others at ease; can be warm, pleasant, and gracious; is sensitive to and patient with the interpersonal anxieties of others; builds rapport well; is a good listener

Professional Competence

·       Has the functional and technical knowledge and skills to do the job at a high level of accomplishment (including language skills where needed)

·       Picks up on technical things quickly; can learn new skills and knowledge

·       Is able to write clearly and succinctly in a variety of communication settings and styles

Methodological Competence

·       Pursues everything with energy, drive, and a need to finish; Seldom gives up before finishing, especially in the face of resistance or setbacks

·       Uses his/her time effectively and efficiently. Values time; concentrates his/her efforts on the more important priorities. Can attend to a broader range of activities

·       Knowledgeable about how organizations work; knows how to get things done both through formal channels and the informal network; understands the origin and reasoning behind key policies, practices, and procedures; understands the cultures of organizations.

requirements

Experience in finance

academic degree

Banking experience