Assistant Relationship Manager for CEE100% (f/m/d)

Job description

Tasks

• Client Administration & Management:
  • Supports Relationship Managers (RM)/ Team Heads (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 RM/TH's calendar, prepares client meetings, organizes business trips, completes follow-up of client meetings, client meetings or business trips for RM/TH
  • Prepares presentations, assists in the preparation of investment proposals and marketing activities (client receptions, meetings, business trips, events, etc.)
  • Ensures coverage in the event of your own absences
• Business Management:
  • Collects and regularly exchanges relevant information that is necessary for the work
  • Organizes self in an efficient and compliant manner and ensures that supervisors are informed in a timely and appropriate manner
  • Carries out checks, plans ahead and documents his/her work at all times
  • Supports RM/TH in the implementation of projects and initiatives
  • Provides professional suggestions for improvement based on experience, incidents or observations
  • Manages the expense report process for RM/TH
• 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. new account openings, payment instructions, review of client meetings or approval at own competence level etc.) in cooperation with the respective RM and TA
  • 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

• Personal qualities:
  • Always communicates in a friendly, competent and professional manner
  • Open, approachable and shows genuine interest in people and improving processes
  • Systematic, precise and careful way of working and the ability to work under pressure
  • Personal integrity and ethical behavior
• Professional skills:
  • Solid affinity with the geographic 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

We offer

- No specific benefits or offers mentioned in the text.