Position Tasks:
- Supporting the CRO (Client Relationship Officer) in the daily business activities;
- Active client contact verbally and in writing;
- Provide a top-quality service to clients (regular and prompt contact with clients by phone/email);
- Execution of client account openings, closures and updates (internet search, providing corroborative documents);
- Preparation and follow-up of client visits (account documentation, checking documents, account statements, etc.);
- Execution and control of all client instructions (stock market transactions, payments, foreign currency trades, options, SWAP’s, NDF etc.);
- Various administrative and organizational tasks (client reviews, missing/pending documents, delivery of holdmail, etc.);
- Preparation of marketing material (presentations/pitchbooks/investment proposals/portfolio reviews);
- Promoting paperless accounts and e-banking usage;
- Complying with the Code of Conduct and all internal regulations (e.g. Cross Border, AML, Clear Desk Policy, Absence Management).
Position Skills:
- Commercial apprenticeship in a Bank or similar banking-related education, higher financial education completed or ongoing;
- Minimum 3 to 5 years of previous experience in a Bank;
- Good understanding of financial instruments (equities, bonds, structured products, derivatives);
- Good knowledge of Compliance / AML topics;
- Good Windows Office skills (excel, power point, outlook, etc.);
- Ability to cope with pressure and handle a heavy workload;
- Accurate and detail oriented;
- Team player with a solution driven mindset and a pragmatic approach
- Proficient in spoken and written English. German a plus.
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