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:

• Support with client interactions and all related tasks
• Customization of client requests (reporting, statistics, mailings, etc.)
• Managing the calendar of the Relationship Manager/Group Head, preparing for client meetings, organizing business trips, and following up on client calls, meetings, and trips
• Compilation of presentations, support in the preparation of investment proposals and marketing activities
• Ensuring coverage during absence

management

The Assistant Relationship Manager:

• regularly collects information relevant to the work
• conducts reviews, plans and documents his work
• assists the Relationship Manager/Group Head in implementing projects and initiatives

Risk Management and Control

The Assistant Relationship Manager:

• actively supports risk management (first line of defense)
• ensures adherence to local regulations and compliance with internal policies and standards
• ensures the timely clarification of open issues and escalated defects
• ensures appropriate ethical and compliant behavior within his area of responsibility

Regulatory responsibilities

The Assistant Relationship Manager:

• demonstrates appropriate values and behaviors, including honesty and integrity, diligence and conscientiousness, fair treatment of customers, conflict management, competence and continuous development, appropriate risk management, and compliance with applicable laws and regulations

Requirements

The Assistant Relationship Manager should:

• be highly service-oriented and passionate about client service
• Work systematically, precisely, and conscientiously, and be able to perform under pressure.
• demonstrate personal integrity and ethical behavior

Professional and technical skills

The Assistant Relationship Manager should:

• have an adequate understanding of relevant products and services in private banking
• have a fundamental understanding of global financial markets and current developments in the industry
• have a strong understanding of the geographic market, i.e., be familiar with the legal and regulatory environment and possess cultural sensitivity