Relationship Manager Assistant M/f H/f
Dubai, United Arab Emirates
Job Description
CA Indosuez (Switzerland) SA is one of the leading institutions of the Swiss financial center, and one of the top five foreign banks in the country.
Beyond its wealth management activities in Switzerland, the Middle East and Asia , the bank is also active in capital markets as well as trade and commodity finance for commodity traders and export companies.
Present in Switzerland for more than 140 years, it currently has about 1\'000 specialists in commercial, product and service functions, as well as support and control.
Its teams combine their knowledge of the local environment with the vast expertise and opportunities of the global network of Indosuez Wealth Management, Corporate and Investment Banking (Cr\xc3\xa9dit Agricole CIB) and the Cr\xc3\xa9dit Agricole Group.
Reference 2023-81369
Publication date 11/08/2023
Job description
Business type
Types of Jobs - Others
Job title
Relationship Manager Assistant M/F H/F
Contract type
Permanent Contract
Expected start date
01/09/2023
Management position
No
Job summary
Beyond its wealth management activities in Switzerland, the Middle East and Asia , the bank is also active in capital markets as well as trade and commodity finance for commodity traders and export companies.
Present in Switzerland for more than 140 years, it currently has about 1\'000 specialists in commercial, product and service functions, as well as support and control.
Its teams combine their knowledge of the local environment with the vast expertise and opportunities of the global network of Indosuez Wealth Management, Corporate and Investment Banking (Cr\xc3\xa9dit Agricole CIB) and the Cr\xc3\xa9dit Agricole Group.
Reference 2023-81369
Publication date 11/08/2023
Job description
Business type
Types of Jobs - Others
Job title
Relationship Manager Assistant M/F H/F
Contract type
Permanent Contract
Expected start date
01/09/2023
Management position
No
Job summary
- Support relationship managers in performing various client transactions and delivering high quality customer services to high net worth clients;
- Involve in executing clients instructions, performing account opening procedures, preparing and collecting documentation from clients in a timely and accurate manner;
- Process credit approvals, investment and deposit transactions, and coordinate with relevant teams when required;
- Proactively monitor clients\' account status and report for any irregularities;
- Act as a key contact, both external and internal, for clients\' daily operational enquiries;
- Ensure the performing transactions are in compliance with the Bank\'s policies and legislative requirements;
- Complete all mandatory training as required to attain and maintain proficiency;
- To manage meetings and travel arrangements of RMs;
- To assist RMs in updating client documentation to meet KYC requirement. Track and follow up on all required documentation from client in a timely manner.
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Job Detail
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Job IdJD1573521
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationDubai, United Arab Emirates
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EducationNot mentioned