Assistant Relationship Manager

Tasks

The Assistant Relationship Manager supports one or more Relationship Managers or Group Heads in day-to-day operations, administrative tasks, and client management. Responsibilities include:

• Supporting relationship managers in client interactions and all related tasks
• Customization of client requests (reporting, statistics, mailings, etc.)
• Managing the Relationship Manager's calendar, preparing for client meetings, organizing business trips, and following up on client calls, meetings, or business trips
• Compilation of presentations, support in the preparation of investment proposals and marketing activities
• Ensuring coverage during absences (travel, events, etc.)

management

The Assistant Relationship Manager:

• regularly collects information relevant to the work
• conducts reviews, plans and documents his work
• Assists the Relationship Manager in implementing projects and initiatives in close coordination with the Business Manager team
• provides professional suggestions for improvements based on experience, incidents, or observations
• Manages the expense reimbursement process for the relationship manager

Risk management and controls

The Assistant Relationship Manager:

• actively assists with risk management (supporting the first line of defense), e.g., in client documentation, by flagging concerns, tracking issues, and escalating them when there is uncertainty
• ensures adherence to local regulations and compliance with 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 authority, etc.) in collaboration with the relevant Relationship Managers, Group Heads, and the Team Business Manager
• ensures the timely clarification of outstanding issues and escalated defects
• 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, DIAS)

Regulatory responsibilities

The Assistant Relationship Manager:

• 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

The Assistant Relationship Manager should:

• be a natural team player
• have the ability to connect with colleagues from diverse backgrounds
• Be open, approachable, and genuine, with a genuine interest in people and process improvements
• always communicate competently and professionally
• be highly service-oriented and passionate about client service
• work systematically, precisely, and conscientiously, and perform well under pressure
• demonstrate personal integrity and ethical behavior

Professional and technical skills

The Assistant Relationship Manager