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Assistant Relationship Manager
2 months ago
Job Summary:
We are seeking a highly skilled and experienced Assistant Relationship Manager to join our Private Banking team at The GMP Group. As an Assistant Relationship Manager, you will play a critical role in supporting our Relationship Managers in client interaction and related tasks, ensuring high-quality, precision, and timely responsiveness.
Key Responsibilities:
- Client Support: Provide exceptional support to Relationship Managers in client interaction, including systems, processes, files, and documents.
- Customized Solutions: Customize client requests, such as reporting, statistics, and mailings, to meet their specific needs.
- Calendar Management: Manage the Relationship Manager's calendar, prepare client meetings, organize business trips, and complete post-processing tasks.
- Presentations and Proposals: Compile presentations and support in drafting investment proposals and marketing activities, including client receptions, meetings, business trips, and events.
- Coverage and Support: Ensure coverage in case of own absences and provide support to the team as needed.
Requirements:
- Qualifications: Degree holder with at least 3 years of experience in Private Banking, preferably in an Assistant Relationship Manager role.
- Certifications: CACS Paper 1 & 2, CMFAS Modules 1B, 5, 6A, 8A certification is an added advantage.
- Technical Skills: Working knowledge of T24, Olympics, and TEMOS systems.
What We Offer:
We offer a competitive salary and benefits package, as well as opportunities for professional growth and development. If you are a motivated and experienced professional looking to join a dynamic team, please submit your application.