Assistant Relationship Manager

Tasks

The Assistant Relationship Manager (ARM) supports one or more Relationship Managers (RM) / Group Heads (GH) in daily operations, administration, and client management. The ARM interacts with internal and external stakeholders, provides clients with relevant information, and supports the RM in implementing customized solutions.

• Supports RMs/GH in client interaction and all related tasks (systems, processes, files, documents, etc.) with high quality, precision, and timely responsiveness.
• Customizes client requests (reporting, statistics, mailings, etc.)
• Manages the RM/GH's calendar, prepares client meetings, organizes business trips, and handles follow-up on client calls, client meetings, or business trips for RMs/GHs.
• Creates presentations, assists in the preparation of investment proposals and marketing activities as needed (client reception, meetings, business trips, events, etc.)
• Ensures coverage in the event of your own absences

management

• Regularly collects relevant information necessary for the work
• Performs checks, plans and documents his work
• Supports RM/GH in the implementation of 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 reporting process for RMs/GH

Risk management and controls

• Actively assists with risk management (second line of defense), e.g., in client documentation, by raising concerns, tracking issues, and escalating uncertainties
• Ensures compliance with local regulations and internal guidelines and standards (e.g., new account openings, payment instructions, verification of client phone calls, or signing at his/her level of competence, etc.) in cooperation with the respective RMs, GH, and Team Business Manager.
• Ensures timely clarification of outstanding issues and escalated defects
• Ensures appropriate ethical and compatible behavior within his area of responsibility
• Ensures accurate, meaningful, and understandable documentation of client interactions/client orders in the appropriate tool (e.g., CRM, DIAS).

Regulatory responsibilities

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

Requirements

• Ability to connect with colleagues from diverse backgrounds
• Open, approachable and shows genuine interest in people and improving processes
• Always communicate competently and professionally
• Has a service-oriented attitude and provides accurate and complete information
• Systematize