RELATIONSHIP MANAGER ASSISTANT (H/F) — Edmond de Rothschild

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MAIN MISSION The RM Assistant is part of the Private Banking – Israel team and directly reports to the Team Head, based in Geneva.

KEY RESPONSIBILIITES

• Ensure all account opening & closing.
• Ensure delivery of first class service for clients by communication with clients on a regular basis, keeping clients informed of the performance and outlook of their investments and ensuring early identification of issues as well as complaint management (incidents).
• Coordinate and ensure high quality reporting, investment related, administration and transition processes (take-on/off, mandate changes) related to mandates.
• Professional handling of all client queries and managing the interactions and communication with clients.
• Ensure client reporting are of high quality, oversee maintenance of client records, legal documentation, KYC, and resolve any problems related to client reports.
• Cultivate business development opportunities, which includes coordinating and preparation of presentations, marketing materials and appointments for Relationship Managers with clients.
• Assist with the development and implementation of reporting procedures to track sales processes.
• Maintain special products lists for Sales in close collaboration with certain departments.
• Maintain and check data quality in CRM tool.
• Support Marketing department in planning and implementation of distribution events.

PROFIL

• Prior and successful similar experience up to 5 years as Relationship Manager Assistant
• Comfortable with placing clients orders, stock market, forex and options orders, while paying particular attention to accuracy and execution
• Detailed understanding of the local business/clients and its specific business requirements.
• High standard of attention to detail & accuracy
• Strong Project Management skills in a cross border set up.
• Excellent organizational and time management skills
• Proven track record of being able to service clients in the define market.
• Good understanding of investment and post investment operational processes.
• Experience in streamlining reporting and communications processes and procedures.
• Relevant written and verbal language skills in English and French.
• Strong client and service orientation, good interpersonal skills at all levels.
• Ability to work under pressure whilst producing quality work, time management skills.
• Knowledge of the Avaloq platform is a benefit