Our client is the largest family-owned private banking & asset management group in the world & is an international financial services provider. They are looking for an ARM to provide 1:1 support to Relationship Managers in servicing clients, focusing on sustainable long-term client relationships, built on trust and mutual respect.
Provide support to Relationship Managers in servicing clients, focusing on sustainable long-term client relationships, built on trust and mutual respect.
Provide highest professional level of client and account administration services with focus on accuracy and efficiency, including timely completion of administrative tasks
Conduct a sustainable business in line with regulatory expectations and the Bank’s Code of Conduct/directives/policies/processes.
Maintain personal ‘Fit & Proper’ requirements and always fulfil industry competence/regulatory/notification requirements.
Apply the highest standards in respect of client onboarding, investment suitability, quality of investment advice, banking and trading transactions, client monitoring, account reviews as well as documentation of client interaction – to ensure ongoing compliance with all applicable directives, rules & regulations.
Meet individual targets as per own BSC and attend all relevant meetings/trainings.
Understand the profile/needs of clients well to be able to match the firm’s offering with client requirements.
Meet the day-to-day servicing requirements of all clients (eg execute client transactions timely, ensure minimal errors, avoid complaints, avoid trading errors).
Make recommendations to Relationship Managers related to client portfolio opportunities and manage the costs in a sensible and entrepreneurial manner.
Understand and use the firm’s platform and offering responsibly, ensuring resources (eg Investment Services, Wealth Planning, Credit, Trading & Treasury, PBA Portal) are used effectively.
Be punctual, attend phones calls, cover lunch duty and backup other ARMs (expected and unexpected absences as assigned) in a prompt, efficient and professional manner.
Train and help new ARM / new team member on system and day-to-day tasks and responsibilities.
Support of marketing events/ functions.
Serve as a brand ambassador for the culture and values of the firms during interaction with clients/stakeholders and in public behaviour.
Continuously upgrade your skills and knowledge base (whilst at least fulfilling annual regulatory training requirements), on markets, products, research, etc., to discharge your role/duties in a satisfactory manner.
Always interact/communicate respectfully with all stakeholders (internal/external) and exhibit impeccable behaviour in day-to-day business.
Handle/support any additional task/ad hoc project as required/assigned.