RM Assistant Temporary Position- #155049
Credit Suisse
Madrid, ES
hace 4 días
source : DirectEmployers Association

Are you looking for an exciting new challenge? Are you willing to develop yourself within a collaborative and highly motivated team in a diverse environment?

Operations responsibility and support to the team of Private Bankers : * Execution and follow-up of client / RM orders (securities, funds etc.

  • Opening of all accounts in the market Spain : preparation, management and update of all related documentation;Management and control of first subscriptions documentation and management of banking services like banker s draft and transfers;
  • Archive and order of all electronic and paper files in relation with clients and management of client ids for internet users;
  • Opening of new securities within the platform;* Relation with finders and calculation of finder fees;* You will be responsible for the coordination of all operations with the Back Office teams;
  • You will deal with the preparation of all documentation related to client meetings : investment proposal, portfolios and product fact-sheets;
  • You will manage all incidences that arise with clients in close collaboration with support functions;* In this role, you will carry out some administrative duties including : expense processing, calendar maintenance, etc.
  • By providing telephone coverage and communication with internal & external clients you will be able to craft the network of positive working relationships;
  • 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 and you have deep understanding of financial products, taxes and banking operations;
  • You possess basic knowledge of Reuters and Bloomberg;* Experience as Administrative Assistant in a Private Banking team would be considered as a strong asset;
  • Proficiency in Spanish and English;* You possess excellent social competencies as well as dedicated personality;* You are a dedicated problem solver with a positive, empathetic personality and can-do attitude who shows flexibility and is open to changes with focus on improvement Job : Administration Support Title : *RM Assistant Temporary Position- #155049 Location : *Spain-Madrid-Madrid Requisition ID : *155049*
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