Relationship Management Assistant – Offshore Investment PlatformFull-timeManagerial role: NoBuilding the investment platform of tomorrow takes more than skills. It means combining our differences to imagine, discuss, code, develop, test, learn… and celebrate every step together. Share our vibes? Join Swissquote.We are the Swiss Leader in Online Brokerage and we provide trading and investing services to over 500,000 clients across the world through our high-performing and secure digital platforms.Our 1,000+ employees work in multicultural teams. By having a significant impact on the industry, they are growing their skill sets and boosting their careers in a fast-paced environment.Are you all in? Don't be shy, apply!The South African entity of Swissquote is a financial services provider supporting independent asset managers, acting as a custodian and broker, and provides financial intermediaries with a dedicated tool for managing their clients and processing stock market orders. The focus is on international/offshore investments. We are a small team and look for a dedicated addition in our journey.Your Role and Main ResponsibilitiesSupporting Relationship Managers in all administrative activitiesResponding to customer inquiries via phone and email, and coordinating internally with other departments (e.g., Back Office)Monitoring and ensuring adherence to service levels, as well as conducting relevant quality controlsInteracting and training admin staff of independent asset managersUpdating client data and account settingsHandling customer payments and processing fee charges for our asset managersSupport in other administrative tasks required in a small office environmentYour QualificationsYou are interested in global financial markets and feel comfortable in the offshore investment environment.You have completed a Bachelor of Commerce or other related degree.You have at least 2-3 years of work experience in an administrative or client servicing role in the financial services industry and have a firm grasp on AML requirements across different client types such as individuals, trusts, and other corporate entities.Experience with offshore providers/platforms is a big plus.You are proficient in both written and spoken English and can handle correspondence independently. Additional foreign languages, particularly German, are an advantage.You enjoy interacting with people and are happy to travel within South Africa and to Switzerland should it be necessary.You are a self-motivated individual who enjoys working in a team and is characterized by your sense of responsibility, proactive approach, organized working style, ensuring a positive and professional client service experience.
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