Assistant Relationship Manager for CEE 100% (f/m/d)

Job description

Tasks

• Client Administration & Management:
  • Supports Relationship Manager(s) (RM(s))/ Team Head(s) (TH) in customer interaction and all related tasks (systems, processes, files, documents etc.) with high quality, accuracy and timely responsiveness
  • Customize customer requests (reporting, statistics, mailings, etc.)
  • Manages the calendar of RM(s)/TH(s), prepares customer meetings, organizes business trips, completes the follow-up of customer meetings, customer meetings or business trips for RM(s)/TH(s)
  • Prepares presentations, assists in the preparation of investment proposals and marketing activities when required (client reception, meetings, business trips, events etc.)
  • Ensures representation in your own absence
• Business Management:
  • Collects and regularly exchanges relevant information required for the position
  • Organizes him/herself in an efficient and compliant manner and ensures that the supervisor is informed in a timely and appropriate manner
  • Carries out inspections, plans in advance and documents further work at any time
  • Supports RM(s)/TH(s) in the implementation of projects and initiatives
  • Provides professional input suggestions for improvements based on experience, incidents or observations
  • Manages the expense report process for RM(s)/TH(s)
• Risk Management & Controls:
  • Actively assists with risk management (first line of defense support), e.g. customer documentation, by raising concerns, tracking issues and escalating when in doubt
  • Ensures compliance with local regulations and compliance with internal policies and standards (e.g. opening of new accounts, payment instructions, review of client meetings or approval at own competence level etc.) in cooperation with the respective RM(s) and TH(s)
  • Ensures prompt clarification of pending issues and escalated defects
  • Ensures appropriate ethical and compliant behavior in his/her area of responsibility
  • Ensures the correct, meaningful and comprehensible documentation of customer interactions/customer orders in the corresponding tool (e.g. CRM, DiAS)

Requirements

• Communication skills:
  • Always communicates promptly, competently and professionally
  • Open, approachable and shows genuine interest in people and improving processes
• Personal qualities:
  • Systematic, precise and careful way of working and the ability to work under pressure
  • Personal integrity and ethical behavior
• Specialist knowledge:
  • Solid affinity with the geographical markets covered, i.e. familiar with the legal and regulatory environment and cultural awareness
  • Good understanding of relevant products and services in private banking
  • Basic knowledge of the global financial markets and current developments in the industry
• Education and experience:
  • Relevant education (banking apprenticeship or equivalent) and professional background (experience in the financial industry)
  • Fluency in English (oral and written), German and Russian would be an advantage
  • Proven track record in supporting banking clients with complex needs (onboarding of new clients, maintenance and expansion of existing clients)