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Assistant Relationship Manager Middle East(m/w/x)
Supporting Middle East clients with meeting preparation and documentation. Experience with HNWI/UHNW clients and banking products required. 4-day work week, company car for private use.
Requirements
- Banking or commercial apprenticeship or equivalent education
- Experience supporting Relationship Managers or advisory teams
- Exposure to HNWI/UHNW clients
- Good knowledge of banking products and services
- Initial experience with regulatory requirements (KYC, AML)
- Avaloq knowledge
- Fluency in French (spoken and written)
- Fluency in English (spoken and written)
- Arabic or other regional languages
- Strong communication skills
- Professional appearance
- Ability to work effectively with internal stakeholders
- Reliability
- Structured personality
- Service-oriented personality
- High quality standards
- Accuracy
- Discretion
- Collaborative mindset
Tasks
- Support Relationship Managers in servicing Middle East clients
- Prepare and follow up on client meetings
- Handle client correspondence
- Manage client documentation
- Prepare and update client data and dossiers
- Create client presentations and meeting packs
- Manage front-office administrative tasks
- Handle agenda management
- Coordinate client requests
- Perform basic compliance tasks
- Monitor client portfolios
- Track client maturities
- Process account openings
- Assist with liquidity management
- Execute standard orders
- Process payments
- Execute simple securities transactions
- Execute simple FX transactions
Work Experience
- 3 - 5 years
Education
- Vocational certification
Languages
- French – Business Fluent
- English – Business Fluent
- Arabic – Basic
Tools & Technologies
- Avaloq
- KYC
- AML
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Assistant Relationship Manager Middle East(m/w/x)
Supporting Middle East clients with meeting preparation and documentation. Experience with HNWI/UHNW clients and banking products required. 4-day work week, company car for private use.
Requirements
- Banking or commercial apprenticeship or equivalent education
- Experience supporting Relationship Managers or advisory teams
- Exposure to HNWI/UHNW clients
- Good knowledge of banking products and services
- Initial experience with regulatory requirements (KYC, AML)
- Avaloq knowledge
- Fluency in French (spoken and written)
- Fluency in English (spoken and written)
- Arabic or other regional languages
- Strong communication skills
- Professional appearance
- Ability to work effectively with internal stakeholders
- Reliability
- Structured personality
- Service-oriented personality
- High quality standards
- Accuracy
- Discretion
- Collaborative mindset
Tasks
- Support Relationship Managers in servicing Middle East clients
- Prepare and follow up on client meetings
- Handle client correspondence
- Manage client documentation
- Prepare and update client data and dossiers
- Create client presentations and meeting packs
- Manage front-office administrative tasks
- Handle agenda management
- Coordinate client requests
- Perform basic compliance tasks
- Monitor client portfolios
- Track client maturities
- Process account openings
- Assist with liquidity management
- Execute standard orders
- Process payments
- Execute simple securities transactions
- Execute simple FX transactions
Work Experience
- 3 - 5 years
Education
- Vocational certification
Languages
- French – Business Fluent
- English – Business Fluent
- Arabic – Basic
Tools & Technologies
- Avaloq
- KYC
- AML
Like this job?
BetaYour Career Agent finds similar jobs for you every day.
About the Company
LGT Bank (Schweiz) AG
Industry
FinancialServices
Description
LGT is the world’s largest family-owned and managed Private Banking and Asset Management Group.
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