Junior Relationship Manager
We are currently working with an international Wealth Management firm to hire a Junior Relationship Manager to support their team.
About the Role
* Provide fundamental support in all phases of client service and account maintenance to assist business activities.
* Offer administrative support to Relationship Managers and/or Management by maintaining existing accounts through exceptional client service.
* Assist with account opening, amendments, and closures as directed by Relationship Managers.
* Support the Front Office in performing periodic KYC Client Reviews.
* Handle documentation, AML reviews, presentation preparation, and mailings as required.
Requirements
* Previous experience in the Financial Sector is essential.
* Strong organizational and administrative skills.
* Excellent communication and interpersonal skills.
* Sensitivity when dealing with confidential business and client-related information.
* Knowledge and experience of client service skills, communication skills, and presentation skills.