Assistant Relationship Manager

Job description

The Assistant Relationship Manager (ARM) supports one or more Relationship Managers (RM), Team Heads, or Group Heads in day-to-day operations, administrative tasks, and client management. The ARM interacts with internal and external stakeholders, provides clients with relevant information, and assists the RM in implementing initiatives.

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 client meetings, organizes business trips, and handles follow-up work related to client calls, client meetings, or business trips for RMs/GHs.
• Creates presentations, assists with the preparation of investment proposals, and supports marketing activities as needed (client receptions, meetings, business trips, events, etc.)
• Ensures coverage in the event of 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 Business Manager team
• Offers professional suggestions for improvement based on experience, incidents, or observations
• Manages the expense reimbursement process for RMs/TH/GH

Risk management and controls

• Actively supports risk management (first line of defense), e.g., in client documentation, by identifying 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 and ethical conduct within their area of responsibility
• Ensures that client interactions and client orders are documented accurately, meaningfully, and clearly in the appropriate tool (e.g., CRM, DMS)

Regulatory responsibilities

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

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
• Highly service-oriented and passionate about client service
• Systematic, precise, and conscientious