Assistant Relationship Manager, Intermediaries (Full-Time) (f/m/d)

YOUR CHALLENGE

• Supports the RM and the team in all aspects of client interaction
• Answers incoming calls and takes prompt action; reports to the RM
• Maintains and updates records of client instructions, details, and preferences.
• Provides clients with verbal and/or written information and data, without offering investment advice or making any value judgments
• Processes orders, trades, transactions, and payment placements (outside of e-channels) and executes clients' requests
• Helps promote the use and adoption of our dedicated Intermediaries & FO e-channels
• Monitors the maturity list for deposits, loans, and trades, and takes action as instructed; seeks instructions (from the relationship manager or client) if necessary and required
• Organizes and follows up on client meetings, including logistics and documentation
• Supports the RM in investigations and troubleshooting, maintaining close collaboration within the bank
• Full adherence at all times to compliance requirements, legal guidelines, internal rules, regulations, and procedures is necessary
• Serves as a first line of defense against risk by raising concerns and following up on issues

YOUR PROFILE

• Fundamental knowledge of financial markets: structure, function, and legal/regulatory environment, as well as industry awareness
• Proven experience working with financial intermediaries, such as multi-family offices and/or wealth managers, ideally in a private banking or asset management setting
• A thorough understanding of relevant products and services that apply to IAM principles
• Excellent communication skills, able to speak in public, independent, reliable, and self-directed; excellent sense of urgency and quick decision-making—proactive, eager to learn, and willing to continue developing
• Strong communication and collaboration skills, acting with courage and initiative, team-oriented with a cross-team mindset
• An exceptional focus on customer service, a commitment to service excellence, and a keen eye for detail.
• A strong business focus and the ability to understand the business implications of changes in client needs and requirements (monitoring, planning, and implementation).
• Provides system-based solutions rather than advice or personal opinions
• Customer service orientation – advice and opinions are provided with discretion and care
• E-channels are standard and offer a high degree of accuracy and precision
• Flexible and adaptable to changing needs
• Proven experience with key preparation and follow-up procedures to facilitate the reconciliation of discrepancies and any discrepancies between the bank's internal cross-team and cross-departmental systems.
• Knowledge of systems, regulations, and policies for handling cross-currency transactions and escalating issues as appropriate
• Strong proficiency in German and English (spoken and written)