Assistant Relationship Manager Analyst
You will support the Relationship Managers in managing client relationships, addressing customer needs, and providing solutions related to the Bank’s products and services. The position involves ensuring proper documentation, regulatory compliance, and high-quality administrative support, while contributing to customer management, operational efficiency, and the preparation of proposals and marketing materials.
What you'll be doing- Liaise between front office (Marketing/Business Development) and back office.
- Be responsible for ensuring that relevant documentation are in order for establishing the relationship and processing the customer's transactions.
- Assist Relationship Managers in handling the clients and their requirements.
- Assist Relationship Managers in addressing the customer queries on Bank's product and seek solution to their requests.
- Ensure that all related documentations are processed in accordance with the Policy established and implemented by the Bank.
- Ensure the proper management of customers guaranteeing internal compliance to the Bank's provisions for the regulatory framework as well as the Bank's other operating processes.
- Support Relationship Managers in assessing the management trend and economic performance of the reference customer and activating the necessary corrective actions.
- Handle preliminary activities and draft documents, proposals and marketing material.
- 1-3 years of experience in the role.
- Bachelor degree or post graduate in Economics, Marketing, Business or Law.
- Understanding of documentation and operating processes.
- Good command of English.
- Ability to understand and exploit financial information and databases.
- Familiar with local laws, banking regulations and practices.
We guarantee an inclusive and equal environment. We will consider all applicants regardless of race, religion, sexual orientation, gender identity, marital status, national origin, age, disability, or any other protected category in compliance to
D.lgs. 198/2006, 215/03 and 216/03.
For the evaluation of the application, the data will be processed by Intesa Sanpaolo S.p.A. as Data Controller. We invite you to review the dedicated Privacy Information Notic e for more details.
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