Job description


  • Entry level
  • No Education
  • Salary to negotiate
  • London


Assistant Relationship Manager # 123104United Kingdom-London-London |   Full-time | Private Banking and Wealth Management | Job ID 123104Administration SupportEnglishCredit 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 To support the UK Relationship Managers with Client related tasks as well as Platform tasks.

Client on-boarding pack preparations with FAST support

Client engagement and other ad-hoc requests from Clients

Support RMs in organising and coordinating tasks in connection with Client service and/or Client acquisition and sales activities

Ad-hoc RM requests relating to Clients and platform

Account maintenance- changes to client details in systems, etc.

Ownership of correct and timely handling of formalities, ensuring high quality and escalation of issues

Client files archiving

Payments initiation and call-backs

Transfer of Assets initiations

Assist with KYCs/CSAP/Client reviews

Trade orders (less so)

Remediation tasks- FATCA, AEI, MIFID, etc.

Record keeping for RMs/ Client meetings, etc.

Project support- testing, working groups, SME
Open to discussing flexible/agile working.You Offer 

You should demonstrate interest in financial markets and daily market movements

You can build and maintain familiarity with the key elements of the advisory value proposition for clients

You should have the ability to establish effect of market movements on client portfolio

Able to interpret client needs and contribute towards growth of assets

Proven focus on compliance, deep understanding of AML and proven 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/call out appropriately

Effective communication skills and positive personal impact

Ability to conduct comprehensive financial analysis when required

Be able to collaborate effectively and enthusiastically across the platform and work well as part of a broader team

Considers alternative views and understands the need to collaborate to achieve ultimate goals

Solid client focus but also has the ability to say no to clients when required

Advanced 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
Credit Suisse is committed to providing equal employment opportunities, regardless of ethnicity, nationality, gender, sexual orientation, gender identity, religion, age, civil partnership, marital or family status, pregnancy, disability or any other status that is protected as a matter of local law.
Credit Suisse is an equal opportunity employer. Welcoming diversity gives us a competitive advantage in the global marketplace and drives our success.

About the company

Credit Suisse is a global financial services company providing Private Banking & Wealth Management services, and Investment Banking services and expertise, to companies, institutions and high-net-worth clients. We are active in more than 50 countries and employ over 46,000 people.

It’s our aim to build the bank of the future at Credit Suisse—to work as one integrated bank, servicing our clients across regions and businesses. It also means fulfilling our responsibility to help shape the global economy, and to make a difference in people’s lives.

We offer roles for experienced professionals and entry-level hiring programs in a variety of business areas. You will have the chance to make an impact from day one, and throughout your career with us, you will benefit from cross-business and international mobility opportunities.

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