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IMI CIB_Assistant Relationship Manager
Job summary
An international banking group is seeking a professional to manage client relationships, ensuring streamlined communication between marketing and operations. The ideal candidate will have 3-5 years of relevant experience and a background in finance or related fields. This role supports Relationship Managers and requires strong analytical skills and compliance with banking regulations. Join us for an inclusive and impactful career opportunity.
Qualifications
- 3-5 years of relevant experience required.
- Ability to understand market trends and macro developments.
Responsibilities
- Liaise between front and back office.
- Assist Relationship Managers with clients.
- Ensure compliance with documentation policies.
- Manage customer requests and queries.
Skills
Education
- To liaise between front office (Marketing/Business Development) and back office (Operations/Accounting/Compliance).
- To be responsible for ensuring that relevant documentation are for establishing the relationship and processing the customer’s transactions.
- To assist Relationship Managers in handling the clients and their requirements.
- To assist Relationship Managers in addressing the customer queries on Bank’s product and seek solutions to their requests.
- To perform other tasks as assigned by Relationship Manager & GRM.
- Ensuring that all related documentations are processed in accordance with the Policy established and implemented by the Bank.
- Perform, also working in a team, administrative activities related to customer management.
- Pro-actively liaise with the customer in the management and resolution of problems and requests.
- Ensure the quality of the work carried out, as well as compliance with the deadlines, intervening operationally in urgent transactions.
- 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.
3-5 years of relevant experience
- Bachelor degree or post graduate in Economics/Marketing/Business/Law or related field
- Understanding of documentation and operating processes
- Good command of English and strong computer literacy
- Good team player with strong communication and analytical skills
- Familiar with local laws, banking regulations and practices
- Ability to understand market trends & macro developments
We are the leading banking group in Italy and one of the Top Tier in Europe. Join us and be part of our successful story!
With over 20 million customers in Italy and abroad, we are a true engine of sustainable growth, with a strong commitment to the environment and a tangible impact on society. People are our driving force. We take care of them and foster an inclusive culture where everyone feels valued and empowered.
Join an international and innovative Group. Don't wait for the future, choose it!
#sharingfuture
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.
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.