Assistant Relationship Manager

Tasks

The Assistant Relationship Manager (ARM) supports one or more Relationship Managers (RMs) / Group Heads (GHs) with day-to-day operations, administration, and client management. The ARM interacts with internal and external stakeholders, provides clients with relevant information, and supports the RM in implementing tailored solutions. In addition, the ARM serves as a role model for the highest quality of service for the RMs/Heads (GH).

Specific tasks

• Supports RMs/GH in client interactions and all related tasks (systems, processes, files, documents, etc.) with high quality, precision, and prompt responsiveness
• Creates custom reports (reports, statistics, mailings, etc.)
• Manages the RM/GH’s calendar, prepares for client meetings, organizes business trips, and handles the follow-up work related to client calls, meetings, or business trips for RMs/GHs
• Creates presentations, assists with the preparation of investment proposals, and supports marketing activities as needed (client meetings, business trips, events, etc.)
• Ensures coverage during your own absences

management

• Regularly collects relevant information required for work
• Performs checks, plans and documents his work
• Assists RM/GH in implementing projects and initiatives in close coordination with the Team Business Managers
• Provides professional suggestions for improvements based on experience, incidents, or observations
• Manages the expense reporting process for RMs/GH

Risk management and controls

• Actively supports risk management (first line of defense), for example, in client documentation, by raising concerns, tracking issues, and escalating matters when there is uncertainty
• Ensures compliance with local regulations and internal policies and standards (e.g., opening new accounts, issuing payment instructions, reviewing client phone calls, or signing off on matters within their area of responsibility, etc.) in collaboration with the respective Relationship Manager, General Manager, and Team Business Manager
• Ensures that outstanding issues and escalated defects are resolved in a timely manner
• Ensures appropriate ethical and compatible behavior within his area of responsibility
• Ensures that client interactions and client orders are documented accurately, clearly, and comprehensively in the appropriate tool (e.g., CRM, DAS)

Regulatory responsibilities

• Demonstrates appropriate values and behaviors, including, but not limited to, standards of honesty and integrity, diligence and conscientiousness, fair treatment (treating customers fairly), conflict management, competence and continuous development, appropriate risk management, and compliance with applicable laws and regulations

Requirements

• Highly service-oriented and passionate about client service
• A systematic, precise, and conscientious approach to work, along with the ability to perform under pressure