Relationship Manager Assistant - Financial Institutions
Core
Assist Senior Relationship Managers in building and maintaining relationships with financial institutions, supporting corporate banking services including trade finance and treasury.
Role type
Assistant to Relationship Manager (Financial Institutions)
Builds
Corporate banking services for Swiss companies with international operations and multinational organizations based in Switzerland
Domain
Banking / Corporate Finance / Financial Institutions
Deliverable
client delivery
Required skills
Relationship management, KYC lifecycle management, credit process support, AML and compliance activities, data analysis, report generation, stakeholder coordination
Preferred skills
Mandarin language proficiency
Technologies
None stated
Responsibilities
Support Senior Relationship Managers in building and maintaining relationships with financial institution clients; Coordinate and prepare client meetings, presentations, and relationship development initiatives; Conduct data analysis and create internal reports on financial institution clients; Support the full KYC lifecycle including onboarding, periodic reviews, and event-driven reviews; Assist in credit processes including preparation of credit assessments and applications; Support AML and compliance activities including customer monitoring, analysis, and negative media checks; Collaborate with Senior Relationship Managers and the team on ongoing client requests and ad-hoc projects
Seniority
Mid-level, hands-on IC
