Assistant Relationship Manager

Tasks

The Assistant Relationship Manager (ARM) supports one or more Relationship Managers (RM) / Group Heads (GH) with day-to-day operations, administrative tasks, and client management. Responsibilities include:

• Supporting RMs/GHs in customer interactions and all related tasks (systems, processes, files, documents, etc.) with a high level of quality, precision, and punctuality
• Customization of customer inquiries (reporting, statistics, mailings, etc.)
• Managing the RM/GH's calendar, preparing for client meetings, organizing business trips, and handling client calls, meetings, or trips for RMs/GH
• Preparing presentations, assisting with the development of investment proposals, and supporting marketing activities as needed (client meetings, business trips, events, etc.)
• Ensuring coverage during your own absences

management

The ARM:

• regularly gathers relevant information needed for the job
• conducts reviews, plans and documents his work
• Supports the RM/GH 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 process for reimbursing expenses for RMs/GH

Risk management and controls

The ARM:

• actively supports risk management (by supporting the first line of defense), for example with customer 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 customer calls, or signing off on matters within their own area of authority, etc.) in collaboration with the respective Relationship Managers, General Managers, and Team Business Managers
• ensures the timely clarification of outstanding issues and escalated defects
• ensures appropriate ethical and compatible behavior within his area of responsibility
• ensures that customer interactions and instructions are documented accurately, clearly, and comprehensively in the appropriate tool (e.g., CRM, DIAS)

Regulatory responsibilities

The ARM:

• 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 ARM should:

• be open and approachable, and show a genuine interest in people and in improving processes
• always communicate competently and professionally
• be highly service-oriented and passionate about customer service
• have a systematic, precise, and conscientious approach to work and the ability to work under pressure
• demonstrate personal integrity and ethical behavior