Relationship Manager Assistant

Administrative support to the team :

• Prospect, onboard, close;

• Update of databases;

• Communication, reporting;

• Client visits preparation;

• Internal / external meetings organisation.

Provide RMs with suport when dealing with :

• Central Registry (documentation issues, updates, repapering);

• Risk & Compliance for KYC and AML issues;

• During clients’ contact, ability to have a personalized interaction with Clients;

• Cash management, credit/debit cards, transfers;

• Execution of payment orders/transfers/trading orders;

• Ensuring that all internal regulatory policies, procedures and practices are carried out, applied and adhered to within the required timeframes;

• Scupulously observe cross border rules and regulations

• Where requested, participation in client’s meetings and corporate events.