Key Areas of Responsibility & Time Allocation
* Acquisition Management: 5%
* Relationship Management: 20%
* Service Management: 60%
* People & Performance Management: 5%
* Risk Management: 10%
Key Tasks of this Role
* Administrative support to the Relationship Manager and Team Leader
* Opening and closing of intermediary relationships and technical relationship maintenance
* Opening and closing of end‑client accounts
* Ensuring client KYC records are maintained to the highest standards
* Trouble shooting and close bank‑internal cross‑teams/divisions collaboration
* Support with the completion of client periodic reviews and trigger events
* Operational support to the RM in intermediary relationship maintenance and servicing
* Processing of intermediary/end‑client instructions/enquiries including signature check & quality assurance
* Execution of single & bulk order trades, payments, forex transactions, fixed deposits, etc.
* Documentation of e‑mail & telephone instructions and tracking of dossiers
* Performing call‑backs
* Training intermediaries to use BaerOnline and support them via the BaerOnline Hotline
Profile
* Excellent communication skills (good telephone/written manner)
* High customer service standards
* Excellent team player, enjoys working in such an environment
* Hard‑working and dedicated individual
* Works well under pressure
* Professional and technical background relevant to banking, compliance and/or asset management, investment experience – back and front office
* Proficiency in Microsoft Office (Outlook, Word, Excel) and familiarity with client relationship management software
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