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• Aberdeen
• Posted 2nd Sep 2010
• 
• Posted by: Change Recruitment
• Salary: £50000
• Job Type: Permanent
• Address: Finlay House
  10-14 West Nile Street
  Glasgow
  
• Reference: 51754
• This job has been viewed 266 times since it was posted.

Job Description

Our client is a leading Swiss private banking group, with a focus on servicing and advising private clients. The renowned Swiss private bank with origins dating back to 1890

Responsibilities

• €¢ Assist Relationship Manager in the day-to-day work servicing clients and handling administrative issues

• €¢ Attend incoming calls and ensure that always a prompt action is taken

• €¢ Handle the account openings for new clients as well as account changes to existing clients

• €¢ Ensure efficient and prompt handling of orders, trades, transactions, payments etc.

• €¢ Monitor the maturity list for deposits, loans, trades; take action were instruction is standard, seek instructions (from RM or client) if necessary and required

• €¢ Maintain and update records of client instructions, client details and preferences

• €¢ Provide clients and Relationship Manager with information and data in verbal and/or written form as needed/requested

• €¢ Liaise with other RM-Teams, IC-Sales, Treasury & Trading, Operations & IT

• €¢ Ensure always adherence to compliance, legal guidelines, internal rules, regulations & policies

Requirements

• €¢ 2 - 3 years experience as a self-motivated Assistant to a Relationship Manager or in the area of portfolio management / investment advisory

• €¢ Knowledge in and understanding of investment products

• €¢ Able to work independent, well organized, swift and accurate even when under pressure

• €¢ Service oriented, discreet and responsible

• €¢ Friendly, open personality, well-presented and professional appearance

• €¢ Very good oral and written language skills in English and German

A great attractive salary and full benefits package

Change Recruitment Group operates as a Recruitment Agency in providing permanent or contract job-seeking services and as a Recruitment Business in providing temporary job-seeking services.