RM Assistant H/F

As a Wealth Management generalist, the Client Service Officers (RM Assistant) works within a team of assistants.

You support a/several Relationship Manager(s) (RM) in the administrative and operational management of their clientele portfolios.

You hold a key relationship position and contribute to the quality of the Bank's image. You are acting as a link between the operational departments of the Bank, the employees and the clients.

Key responsabilities :

• Ensure the link between the client, RMs, Service Team and operational departments ;
• Assist RMs in their mission by executing the day-to-day business and more occasional activities ;
• Establish and maintain quality relationships with the clients (both external and internal) ;
• Proceed with accounts openings/closings, pass the orders and controls the correct execution ; Control client identification, and call-backs ;
• Master the mechanisms of the bank and works within the established practices and procedures.

• University degree or equivalent

At least 5 years of relevant experience in front office private banking.

• Good communication and interpersonal skills.
• Ability to work under stressful and fast pace environment
• Customer oriented, self-motivated and meticulous

• Proficiency in Microsoft Excel, Word, PowerPoint and other PC applications.

Knowledge of S2i a strong asset