Liechtenstein Junior EAM RM
Our client is a prestigious European private bank with a long-standing heritage in wealth management. They are seeking an experienced Junior Relationship Manager to provide dedicated support to a team of Relationship Managers covering EAM clients.
The role focuses on EAM clients and speciality in this area would be greatly advantageous. Importantly, there is no expectation or requirement to bring assets or an existing client book. With the opportunity to work alongside two senior RMs contributing to your personal development to becoming a fully-fledged Relationship Manager.
This is a broad client servicing role that offers exposure to all aspects of private banking, including account management, trade execution support, investment implementation, credit administration, and regulatory compliance.
Key Responsibilities:
- Support business development efforts through networking, prospecting, and relationship-building with intermediaries, including lawyers, fiduciaries, family offices, and external asset managers (EAMs).
- Assist Senior Relationship Managers in managing and developing client portfolios, including the preparation of portfolio reviews, investment proposals, and client meeting materials.
- Serve as a day-to-day point of contact for clients, ensuring a high standard of service and timely execution of client requests and transactions.
- Manage client onboarding and ongoing account administration, including KYC, risk profiling, and source of wealth/funds documentation.
- Ensure compliance with all regulatory, suitability, and cross-border requirements while maintaining accurate client records.
- Represent the bank at client events, conferences, and marketing initiatives to support client engagement and business growth.
Requirements:
- 2-5 years of relevant private banking or wealth management experience
- Previous exposure to client servicing and investment support. Assistant RM or Business Development functions are advantageous
- Strong interest in developing a long-term career in Relationship Management
- Good understanding of AML, KYC, and source-of-funds requirements.
- Knowledge of cross-border wealth management regulations is beneficial.
- Fluent French and English are required.
- Additional European languages would be considered an advantage.
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