Role Overview & Mandate
Executive Summary
Your field of responsibility You will support the UK Relationship Managers in providing best in...
Reviewed by Compensation & Visa Analysts •
Sources: USCIS E-Verify & Home Office CoS
You will support the UK Relationship Managers in providing best in class service to high net worth and ultra high net worth clients. You will be working alongside the Relationship Managers in the daily servicing of client relationships, often being relied upon as the key contact in initiating client instructions such as managing payments, asset transfers and updates to their records with a keen focus on record keeping. The ARM role collaborates closely the with wider business including Business Management, Operations, Treasury, IT, Investment Services and the wider Relationship Manager team.
Your future colleagues
You will have an outstanding opportunity to join an internationally recognised business and gain top industry experience. Our working environment encourages collaboration and partnership; rewards excellence and encourages entrepreneurialism. You will work closely with your Relationship Managers whilst joining a wider team of 10-15 RMs and ARMs, benefitting from their wealth of experience. As part of a core team, you will build working relationships with the wider business within Wealth Management including our Account Opening Team and our Client Service Operations team. No two days are ever the same and some of your tasks might include helping clients open an account, helping a client update their information on our systems and dealing with client queries. We are a department which values Diversity and Inclusion (D&I) and is committed to realizing the firm’s D&I ambition which is an integral part of our global cultural values.
This position offers remote working opportunities for an agreed amount of days per week.
We are looking for:
- Graduate degree holder, Level 4 IAD preferable.
- Results-oriented, highly organised, able to manage a complex workload and prioritise accordingly.
- Advanced level of Excel and PowerPoint knowledge.
- Demonstrate interest in financial markets and daily market movements.
- Outstanding presentation and communication skills; positive personal impact.
- Strong client focus but also has the ability to say no to clients when required.
- Collaborate effectively and enthusiastically across the platform, ability to manage work well as part of a broader team.
- Ability to anticipate risk and to react / call out appropriately.
- Understands the value of diversity in the workplace and is dedicated to fostering an inclusive culture in all aspects of working life so that people from all backgrounds receive equal treatment, realize their full potential and can bring their full, authentic selves to work
- Dedication to fostering an inclusive culture and value diverse perspectives
Your new employer
Find a new home for your skills, ideas, and ambitions. Credit Suisse offers you the ideal environment to progress your career, attractive benefits and excellent training.
We are a leading wealth manager with strong global investment banking capabilities founded in 1856. Headquartered in Zurich, Switzerland, and with more than 45,000 employees from over 150 nations, we are always looking for motivated individuals to help us shape the future for our clients.
Credit Suisse is committed to providing equal employment opportunities, regardless of ethnicity, nationality, gender, sexual orientation, gender identity, religion, age, civil partnership, marital or family status, pregnancy, disability or any other status that is protected as a matter of local law.
Credit Suisse is an equal opportunity employer. Welcoming diversity gives us a competitive advantage in the global marketplace and drives our success. We are committed to building a culture of inclusion with a deep sense of belonging for all of us. We will consider flexible working opportunities where possible. Our bank provides reasonable accommodations to qualified individuals with disabilities, as well as those with other needs or beliefs as may be protected under applicable local law. If you require assistance during the recruitment process, please let your recruiter know.
