Assistant Relationship Manager – Melbourne Based

  • Company:
    Credit Suisse
  • Location:
  • Salary:
    negotiable / month
  • Job type:
  • Posted:
    23 hours ago
  • Category:


• A challenging front-office role that works closely with Relationship Managers (RMs) and become responsible to assist in serving the clients

• A unique opportunity to act as the primary contact for a selection of clients and to manage administration related tasks and duties and to experience client servicing first hand

• A function that liaises with Business Management, the teams of other relationship managers, Investment Services & Products, Operations, Treasury, IT, etc. for functional efficiency

• A holistic advisory approach in wealth management and one of the strongest platforms in the industry

• Reputation as an agile and entrepreneurial world class Swiss Private Bank

• Continuous professional career development in a world leading bank

Optional / Regional specifics

• A chance to remain regularly in touch with clients as per their requirements and in agreement with Relationship Managers

• A role to interact with clients in a proactive manner to inform about developments in the financial markets and by providing them with updates on their investment portfolios

• Competitive and attractive employment package


• Proven track record of minimum 3 years within private banking wealth management in similar capacity or degree from a university with a specialization in banking/finance

• Knowledge of the financial services industry and its rules and regulations

• Financial product and technical competence in the understanding, development and delivery of holistic wealth planning solutions to clients

• Excellent communication skills, sales and client service competencies

• A team player with the highest professional work ethic and standards who is decisive and able to cope under pressure

• High customer orientation and reliability, drive and motivation to work in a target driven and high performance culture

• Forward thinking mindset for the development and advancement of digital banking solutions; a technologically savvy personality

• High level of professional and personal integrity and compliance standards ensuring all work activities are performed in line with internal and external guidelines and regulatory policies

• Fluent in English

Optional / Regional specifics

• Knowledge of Reuters, Bloomberg and related banking systems

**Job:** **Relationship Management / Client Service Advisory*

**Title:** *Assistant Relationship Manager – Melbourne Based*

**Location:** *Australia-VIC-Melbourne*

**Requisition ID:** *153883*