Assistant Relationship Manager

Job description

Assistant Relationship Manager

Credit Suisse Company Overview

Credit Suisse is a leading global wealth manager with strong investment banking and asset management capabilities. Founded in 1856, Credit Suisse has expanded to be a global force employing over 45,000 people in 50 countries. With new leadership, a new strategy and a streamlined global organization, we are set for growth. We partner across businesses, divisions and regions to create innovative solutions to meet the needs of our clients—and to help our employees grow. It is a high priority for us to continually invest in our employees by providing ongoing opportunities for training, networking and mobility. Join us and let's shape the future of Credit Suisse together.

We Offer...

Key Responsibilities

 

Business development activities

·  Assist Relationship Managers with advisory and sales activities to develop the franchise (e.g. client book development, investment proposals, sales initiatives).
·  Define and create tailored client and prospect presentations/pitch documents by liaising with the respective Relationship Manager and co-ordinate pitch teams (e.g. A&S, Lending) to establish relevant and compliant content.
·  Research new prospects in conjunction with Relationship Managers and the Client Acquisition Group.
·  Assist in the production and development of business plans for the relevant team.

 

Support existing client relationships

·  Assist the Relationship Managers to complete regular reviews and administration relating to clients and prospects for example; regular Portfolio reviews, CSAP, Knowledge and Experience, KYC.
·  Support Investment Consultants within the Advisory & Sales unit on account review presentations and performance analysis and general analytical support within defined coverage team.
·  Analytical interpretation of asset allocation to ensure compliance with clients’ investment profile.
·  Responsible for order execution, processing, settlement and documenting of trades on RM managed Advisory client accounts. Research and initiate corrections to transactions and/or account errors.
·  Independently resolve complex client enquiries regarding securities quotes, account balances, activity and documentation, statement information, and general product and/or service information.
·  Serve clients and respond to their requests independently, ensure timely escalation and resolution of issues under supervision of responsible Relationship Managers.
·  Provide telephone coverage for RMs on dedicated desk.
·  Ensure personal compliance with policies and procedures relating to all client and prospect activity.
·  Assist the Relationship Managers to complete regular KYC reviews with regards to party screening and developing a  comprehensive source of wealth story

Key stakeholders & way of working

·  Support a dedicated team of Relationship Managers in running existing and developing new client relationships.
·  Develop effective working relationships with the Advisory & Sales unit to deliver appropriate client led solutions that are in compliance with regulatory requirements.
·  Collaboration with the Front Office Support team (FOS) to ensure appropriate and timely coverage of client and RM needs, for example; execution of activities such as account opening/closures, asset transfers and payments which will be actioned through the FOS team.
·  Develop relationships across the CS Group in order to capitalize on the group's synergies with regard to advice and research.

You Offer...

·  Minimum Level 4 IAD qualification is essential, will be expected to achieve Level 6 certification within 12-18 months.
·  Demonstrated interest in financial markets and daily market movements.
·  Develop and maintain familiarity with the key elements of the advisory value proposition for clients.
·  Ability to establish effect of market movements on client portfolio.
·  Able to interpret client needs and contribute towards growth of assets.
·  Solid focus on compliance, clear understanding of AML and demonstrated risk awareness.
·  In-depth understanding of CSAP, investment processes and able to make recommendations to RM based on this.
·  Ability to anticipate risk and to react/escalate appropriately.
·  Effective communication skills and positive personal impact.
·  Ability to conduct comprehensive financial analysis when required.
·  Must be able to collaborate effectively and proactively across the platform and work well as part of a broader team. Considers alternative views and understands the need to collaborate in order to achieve ultimate goals.
·  Solid client focus but also has the ability to say no to clients when required.
·  Expert level of Excel and PowerPoint knowledge.
·  High level of understanding of the policies and procedures relating to clients and prospects within the Private Bank in London.
·  Detailed understanding of the UK Regulatory environment and adherence to relevant Policies and Procedures.
·  Proficient and relevant systems experience; Globus, PCRM, RM+, Globus, PCRM, Activity Management, FrontNet and M&BIS Portal (My client).

EEO Statement

Credit Suisse is an equal opportunity employer. Welcoming diversity gives us a competitive advantage in the global marketplace and drives our success.

Desired profile

You Offer...

·  Minimum Level 4 IAD qualification is essential, will be expected to achieve Level 6 certification within 12-18 months.
·  Demonstrated interest in financial markets and daily market movements.
·  Develop and maintain familiarity with the key elements of the advisory value proposition for clients.
·  Ability to establish effect of market movements on client portfolio.
·  Able to interpret client needs and contribute towards growth of assets.
·  Solid focus on compliance, clear understanding of AML and demonstrated risk awareness.
·  In-depth understanding of CSAP, investment processes and able to make recommendations to RM based on this.
·  Ability to anticipate risk and to react/escalate appropriately.
·  Effective communication skills and positive personal impact.
·  Ability to conduct comprehensive financial analysis when required.
·  Must be able to collaborate effectively and proactively across the platform and work well as part of a broader team. Considers alternative views and understands the need to collaborate in order to achieve ultimate goals.
·  Solid client focus but also has the ability to say no to clients when required.
·  Expert level of Excel and PowerPoint knowledge.
·  High level of understanding of the policies and procedures relating to clients and prospects within the Private Bank in London.
·  Detailed understanding of the UK Regulatory environment and adherence to relevant Policies and Procedures.
·  Proficient and relevant systems experience; Globus, PCRM, RM+, Globus, PCRM, Activity Management, FrontNet and M&BIS Portal (My client).