Assistant RM
Credit Suisse
Madrid, Madrid, Spain
hace 3 días

We Offer

Are you looking for an exciting new challenge? We are offering you an outstanding chance to develop yourself within a collaborative and highly motivated team in a diverse environment.

Operations responsibility and support to Front office :

  • Execution and follow-up of TDFS (exempted transfer with accounts in Switzerland / Luxembourg);
  • Client Opening and access to CS Digital (not only private clients but also collaborators and EAFIS);
  • Management contracts (portfolio management);
  • Control and follow up of the corporate actions (information from Front office)
  • Management the communication with small clients for closing the account or change the rates;
  • Management the employee accounts;
  • Collaboration with the middle office team in the onboarding of new clients and preparation the information in Midala;
  • Management of client ids for internet users;
  • Opening and follow up IT tickets to ask system developments;
  • You will be responsible for the call back for some specific transfers;
  • Management new employees access to the systems;
  • Coordination of all operations with the Back Office teams.
  • Management of all incidences that arise with clients in close collaboration with support functions.
  • Carry out some administrative duties including expense processing, calendar maintenance, telephone coverage and communication with internal & external clients.
  • In this role, you will carry out some administrative duties including : expense processing, calendar maintenance, etc.
  • You have a degree in Business Administration / Finance;
  • MIFID compliance certification is required;
  • You possess strong Windows, Microsoft Office skills including Outlook, PowerPoint, Excel and Word;
  • You are passionate about learning the Business;
  • You have deep understanding of financial products, taxes and banking operations;
  • You possess basic knowledge of Reuters and Bloomberg;
  • Experience as Administrative Assistant in Private Banking would be considered as a strong asset;
  • Fluency in Spanish and English;
  • You possess excellent interpersonal skills as well as dedicated personality.
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