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Crm assistant

UR Capital
EUR 64’581.3 pro Jahr
Inserat online seit: 22 April
Beschreibung

An international Private Bank company is looking for their new Assistant Client Relationship Manager.


Responsibilities

* Support client relationship management activities for external asset managers and their client portfolios
* Assist in onboarding new clients and partners, ensuring thorough due diligence and compliance checks
* Conduct periodic reviews of client relationships and maintain up-to-date documentation and records
* Monitor account activities to ensure operational and regulatory compliance
* Execute transactions including trading, foreign exchange, payments, settlements, and credit-related requests
* Prepare client reports, manage correspondence, and provide support for digital banking services
* Handle client and internal inquiries promptly and accurately via phone and email
* Provide day-to-day administrative and operational support to senior relationship managers


Requirements

* Degree in Finance or banking-related education/apprenticeship
* Initial experience in private banking or a similar environment
* Strong analytical and problem-solving skills with the ability to prioritize tasks effectively
* High level of accuracy, attention to detail, and ability to work under pressure
* Excellent interpersonal and communication skills
* Proactive, hands‑on, and solution‑oriented mindset
* Ability to collaborate with multiple stakeholders in a dynamic environment
* Proficiency in Microsoft Office; experience with banking systems is a plus
* Fluency in English and French (written and spoken); additional languages are an advantage
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