FAQs
What is the primary responsibility of the Assistant Relationship Manager in Private Banking?
The primary responsibility is to support the Relationship Manager and Team Head in delivering excellent service to clients, handling administrative tasks, and servicing client needs.
What qualifications are needed for this position?
A relevant higher educational background such as a Bachelor's Degree or banking apprenticeship is required, along with some work experience as an assistant to a Relationship Manager or in portfolio management/investment advisory.
Is prior experience in banking necessary for this role?
Yes, previous experience as a self-motivated Assistant to a Relationship Manager or in portfolio management/investment advisory is preferred.
Are language skills important for this position?
Yes, very good oral and written language skills in Italian and English are essential, along with any relevant market-related language skills.
Does this job require knowledge of investment products?
Yes, understanding the key characteristics, risks, and features of investment products is important for this role.
Will I be handling client communications?
Yes, you will provide clients with information in verbal and/or written form without giving advice or personal opinions.
Is compliance a focus in this role?
Yes, adherence to compliance, legal guidelines, internal rules, regulations, and policies is essential in this position.
What kind of work environment can I expect?
You can expect a professional work environment where you will need to work independently, be well-organized, and maintain a service-oriented attitude.
Will there be opportunities for internal training?
Yes, relevant internal training is part of the position to ensure you gain the necessary knowledge and skills.
How should I apply for this position?
You can apply for the position by submitting your full job application through our online application tool.