Assistant Relationship Manager

Tasks

The Assistant Relationship Manager (ARM) supports the Relationship Manager (RM) and Group Head (GH) in daily operations, administration, customer service, and relationship management. Responsibilities include:

• Supporting the RM/GH in customer interaction and all related tasks
• Customization of customer inquiries (reporting, statistics, mailings, etc.)
• Managing the RM/GH’s calendar, organizing business trips, and following up on client calls or meetings
• Creating presentations, assisting with the development of investment proposals, and supporting marketing activities
• Ensuring coverage during absence

Business Management

The ARM is responsible for the following tasks:

• Regular collection and exchange of relevant information
• Organizing one's own work in an efficient and compliant manner
• Conducting reviews, planning, and documenting work
• Supporting the RM/GH in the implementation of projects and initiatives
• Providing professional input on suggestions for improvement
• Management of the expense reporting process for RM/GH
• Provision of ongoing administrative support, including:
  • Processing of Customer Payment Orders
  • Execution of securities, mutual fund, bond, money market, and foreign exchange transactions
  • Processing customer inquiries and solving problems
  • Scheduling appointments and organizing client meetings

Regulatory Responsibilities / Risk Management & Controls

The ARM is responsible for the following tasks:

• Support with risk management (first line of defense)
• Ensuring compliance with local regulations and internal policies and standards
• Ensuring that outstanding defects are resolved in a timely manner
• Ensuring appropriate ethical and compliant behavior
• Ensuring that customer interactions are documented accurately and in a traceable manner

Requirements

The ideal candidate will have:

• Customer focus and good interpersonal and communication skills
• Ability to communicate verbally and in writing with customers in their native language
• High self-motivation, positivity, and proactive attitude
• Understanding of execution and back-office processes as well as legal and compliance procedures
• Ability to prioritize and work under pressure
• Strong ability to learn independently
• Team-oriented personality with attention to detail
• Excellent situational adaptability
• Friendly, trustworthy and discreet personality with high risk awareness
• High service orientation and passion for customer care

We offer

(No information available)