RM Assistant
For our client, a top tier external asset manager, we are looking for a
Relationship Manager Assistant (100%)
Responsibilities :
- Managing of client accounts and transactions (transfers, check endorsements, cash control, fiduciary deposit renewals, etc.)
- Monitoring client account balances and account transactions
- AML alerts and report when necessary
- Monthly performance of the banks
- Contact reports of the monthly / quarterly review for the Investment Team
- Monthly purchases / sales lists
- Honoraires forms, fee calculation
- Dealing with the computing, administrative and legal aspects of opening and closing client accounts
- Conciergerie : Follow the client’s requests (private jet, hotel, clinic, holidays)
- Deal with incoming / outgoing correspondence
- Handle various administrative tasks (FATCA & CRS renewals, subscription agreements, contact reports...)
Profile :
- Solid experience in a similar role
- Fluent in French and English
- Rigorous, detail oriented, analytical mind
- Excellent communication and interpersonal skills
- Priority management, organizational skills, efficiency and polyvalence
- Sense of responsibilities, dynamism, proactivity and flexibility
- Customer-centric mindset
- Excellent IT skills, MS Office
Only short-listed candidates will be contacted. Thank you for your understanding.
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