Assistant Relationship Manager

Job description: Assistant Relationship Manager

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 RM(s)/TH(s) calendar, prepares client meetings, organizes business trips, completes follow-up of client meetings, client meetings or business trips for RM(s)/TH
  • Prepares presentations, assists in the preparation of investment proposals and marketing activities when required (client reception, meetings, business trips, events, etc.)
  • Ensures coverage in the event of your own absences
• Business Management:
  • Collects and regularly exchanges relevant information required 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 in advance 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(s)/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 RMs and TAs
  • 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:
  • Highly service-oriented and passionate about customer care
  • Always communicates in a friendly, competent and professional manner
  • Open, approachable and shows genuine interest 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 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
• Education and experience:
  • Relevant education (basic commercial/business studies) and professional background

We offer

No specific benefits or offers mentioned in the text.