Assistant Relationship Manager

Job description

Tasks

• Support Relationship Managers (RM) and Team Heads (TH) in day to day operations, administration, client servicing and relationship management
• Interacting with internal and external stakeholders, providing relevant information to customers and supporting management

Customer administration & management

• Support RMs/TH in customer interactions and all related tasks (systems, processes, files, documents, etc.) with high quality, accuracy and timely responsiveness
• Individualization of customer inquiries (reporting, statistics, mailings, etc.)
• Management of the calendar of RMs/TH, preparation of client meetings, organization of business trips, follow-up of client meetings or business trips for RMs/TH
• Preparation of presentations, support in the preparation of investment proposals and marketing activities (customer reception, talks, business trips, events, etc.)
• Ensuring representation in the event of absence

Business Management

• Regular collection and exchange of relevant information required for the work
• Organizing oneself in an efficient and compliant manner and ensuring that superiors are informed in a timely and appropriate manner
• Carrying out reviews, planning in advance and documenting your own work
• Supporting RMs/TH in the implementation of projects and initiatives
• Providing professional suggestions for improvements based on experience, incidents or observations
• Management of the expense reimbursement process for RMs/TH

Risk management & controls

• Actively support the management of risks (first line of defense support), e.g. in customer documentation, by raising concerns, tracking issues and escalating when in doubt
• Ensuring compliance with local regulations and compliance with internal policies and standards (e.g. opening new accounts, payment instructions, review of client meetings or approval at own competence level etc.) in cooperation with the respective RMs and TAs
• Ensuring the timely clarification of pending issues and escalated defects
• Ensuring appropriate ethical and compliant behavior in his area of responsibility
• Ensuring correct, meaningful and comprehensible documentation of customer interactions/customer orders in the relevant tool (e.g. CRM, DIAS)

Requirements

• High service orientation and passion for customer care
• Friendly, competent and professional communication
• Openness, accessibility and a genuine interest in people and in improving processes
• Systematic, precise and careful way of working and the ability to work under pressure
• Personal integrity and ethical behavior

Professional skills

• Sound knowledge of the geographical market (market knowledge), i.e. familiarity with the legal and regulatory environment as well as cultural sensitivity
• Good understanding of relevant products and services in private banking

Further requirements

• Proven experience in supporting banking clients with complex needs (onboarding new clients, maintaining and expanding existing relationships)