Assistant Relationship Manager

Job description: Assistant Relationship Manager

Tasks

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

Client 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.)
• Managing the calendar of RMs/TH, preparing client meetings, organizing business trips, completing the follow-up of client meetings or business trips for RMs/TH
• Compilation of presentations, support in the preparation of investment proposals and marketing activities (customer receptions, meetings, business trips, events, etc.)
• Ensuring coverage in your own 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

• Active support in risk management (first line of defense support), e.g. in customer support, by addressing 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, BIAS)

Requirements

• Experience in the asset management 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)

Personal characteristics

• Highly service-oriented and passionate about customer care
• Always friendly, competent and professional in communication
• Open, approachable and shows genuine interest in people and improving processes
• Systematic, precise and meticulous in the way you work and the ability to work under pressure
• Personal integrity and ethical behavior

Professional skills

• Sound knowledge of the geographical market (market overview), i.e. familiar with the legal and regulatory environment of the market