Assistant Relationship Manager

Job description: Assistant Relationship Manager

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 representation in your own absence
• Business Management:
  • Collects and regularly exchanges relevant information that is necessary for the work
  • Organizes him/herself in an efficient and compliant manner and ensures that the supervisor is 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 the prompt clarification of pending issues and escalated defects
  • Ensures that behavior in his/her area of responsibility is ethical and compliant
  • Ensures that the documentation of customer interactions/customer orders in the corresponding tool (e.g. CRM, DIAS) is correct, meaningful and comprehensible

Requirements

• Personal qualities:
  • Open, appreciative and genuinely interested in people and improving processes
  • Systematic, precise and meticulous way of working and the ability to work under pressure
  • Personal integrity and ethical behavior
• Professional skills:
  • Solid knowledge of the geographic market(s), 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)
  • Good language skills (oral and written) according to specific market requirements
  • Proven track record in supporting banking clients with complex needs (onboarding new clients, maintaining and expanding existing relationships)