We are currently working with an international Wealth Management firm looking to hire a Relationship Manager Senior Assistant. This role requires strong administrative and organisational skills.
Role Duties
* Provide fundamental support in all phases of client service and account maintenance to assist the business activities of Relationship Managers.
* Provide administrative support to Relationship Managers and/or Management by maintaining existing accounts through excellent client service.
* Assist with all aspects of account opening, amendments and closures as directed by Relationship Managers.
* Support the Front Office in the performance of periodic KYC Client Reviews.
* Handle documentation, AML reviews, presentation preparation and mailings as required.
Requirements
* Previous experience in the Financial Sector is essential.
* Strong organisational and administrative skills are necessary.
* Effective communication and interpersonal skills are required.
* Sensitivity is needed when dealing with confidential business and client-related information.
* Knowledge and experience of client service skills, communication skills and presentation skills are advantageous.