(IAV476) Assistant RM #161366 - Madrid

(IAV476) Assistant RM #161366 - Madrid

03 nov
Reconocida empresa

03 nov

Reconocida empresa


We Offer

We Are Looking For a Highly Dedicated Individual Who Will Undergo The Operations Responsibility And Support The Team Of Private Bankers (temporary Position) In The Following Tasks

An exciting challenge to develop yourself within a collaborative and highly motivated team in a diverse environment.

- Execution and follow-up of client/RM orders (securities, funds etc.)

- Opening of all accounts in the market Spain: preparation, management and update of all related documentation

- Management and control of first subscriptions documentation

- Management of banking services like banker´s draft and transfers

- Archive and order of all electronic and paper files in relation with clients

- Opening of new securities within the platform

- Management of client ids for internet users

- Relation with finders and calculation of finder fees

- You will be responsible for the coordination of all operations with the Back Office teams

- You will deal with the preparation of all documentation related to client meetings: investment proposal, portfolios and product fact-sheets

- You will handle all incidences that arise with clients in close collaboration with support functions

- You will carry out some administrative duties including expense processing, calendar maintenance, etc.

- By providing telephone coverage and communication with internal & external clients will allow you to craft the network of positive working relationships

You Offer

- Degree in Business Administration/Finance

- MIFID compliance certification is required

- Proven knowledge of Windows, Microsoft Office skills including Outlook, PowerPoint, Excel and Word

- You are passionate about learning the Business

- Deep understanding of financial products, taxes and banking operations

- Basic knowledge of Reuters and Bloomberg

- Experience as Administrative Assistant in a Private Banking team would be considered as a strong asset

- Fluency in Spanish and English

- Excellent interpersonal skills

Are you interested? Do not hesitate and join us. Apply via our online career portal!

Credit Suisse is an equal opportunity employer. Welcoming diversity gives us a competitive advantage in the global marketplace and drives our success.

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