Assistant Relationship Manager (80–100%) for the Zurich Desk (f/m/d)

Job description

The Assistant Relationship Manager (ARM) in Private Banking supports one or more Relationship Managers (RMs) and Team Heads (THs) in day-to-day operations, administration, client care, and relationship management. The ARM interacts with internal and external stakeholders, provides clients with relevant information, and supports the RM in implementing tailored solutions.

Tasks

• Supports the RM/TH in client interactions and all related tasks (systems, processes, files, documents, etc.) with a high level of quality, precision, and responsiveness
• Tailors responses to customer inquiries (reports, statistics, mailings, etc.)
• Manages the RM/TH's calendar, prepares for client meetings, organizes business trips, and handles the follow-up on client calls, meetings, or trips for RMs/THs
• Creates presentations, assists with the preparation of investment proposals, and supports marketing activities as needed (client receptions, meetings, business trips, events, etc.)
• Ensures coverage in the event of your own absences

management

• Regularly collects relevant information necessary for the work
• Organizes work in an efficient and compliant manner and ensures that the supervisor is informed in a timely and appropriate manner
• Conducts inspections, plans ahead, and documents his work at all times
• Supports the RM/TH in implementing projects and initiatives
• Provides professional suggestions for improvements based on experience, incidents, or observations.
• Manages the expense reimbursement process for RMs/TH

Risk management & controls

• Actively assists with risk management (supporting the first line of defense), for example, in client documentation, by identifying concerns, tracking issues, and escalating them when there is uncertainty
• Ensures compliance with local regulations and internal policies and standards (e.g., opening new accounts, issuing payment instructions, making regular customer calls, or signing off on matters within their authority, etc.) in collaboration with the respective RMs and THs
• Ensures that outstanding issues and escalated defects are resolved in a timely manner
• Ensures appropriate ethical and compliant conduct within his or her area of responsibility
• Ensures that client interactions and client orders are documented accurately, meaningfully, and clearly in the appropriate tool (e.g., CRM, SIAS)

Requirements

• Friendly, trustworthy and discreet personality with high risk awareness
• Highly service-oriented and passionate about customer care
• Always communicates in a friendly, knowledgeable, and professional manner
• Open, approachable and shows genuine interest in people and improving processes
• Systematic, precise, and conscientious approach to work and the ability to work under pressure
• Personal integrity and ethical behavior

Profession