Role purpose
- Provides support to the Relationship Manager in delivering high quality client service to customer base. Responsible for managing the processes associated with client transactions including new account openings, securities transactions, general account maintenance, customer account changes and account closings
- Maintain the highest standard of excellence in client service by attending to client enquiries and requests
- Explain operational matters to clients. Develop client’s awareness, understanding and ability to comply with our operational requirements
- Prompt and appropriate action taken to address client feedback-complaints
- Manage the compny’s “Know Your Customer Program” and ensure that all client-service related activities are fully in compliance with the processes and procedures contained in it
- Ensure that any data input is dealt with in a timely manner and in correct and consistent format
- Adhere to the selling process and sales quality requirements. Achieve compliance with all Group Standards, manuals and guidelines
- Ensure smooth coordination with processing departments on migrated processes
- Ensure that all credit applications meet deadlines
Internal Controls
- Maintains internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators
- Understands, follows and demonstrates compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business in which the jobholder is involved, specifically Internal Controls and any Compliance policy including, inter alia, the Group Compliance policy
your skills
- Minimum of Bachelor’s degree in business, finance, related field or equivalent experience
- Minimum of two years proven and progressive private banking or equivalent
- Proven customer service, communications, sales, mathematical, analytical, organizational, and planning skills
- Good understanding of the major products-services available in the private banking industry
- Credit Skills – ideally obtained in an area dealing with HNW individuals-Business Banking
- IT Skills – knowledge of Microsoft Office Applications
- Excellent communication skills
- A good team player with drive for success and achievement
- Fluent in English and Portuguese
Interessiert?
Send your application to: [email protected] – Adecco Human Resources AG, Finance, Stampfenbachstrasse 138, 8006 Zürich, Tel. +41 58 233 45 00