Assistant Relationship Manager

Tasks

The Assistant Relationship Manager supports one or more Relationship Managers/Group Heads in daily operations, administration, and client management. Responsibilities include:

• Supporting relationship managers in client interactions and all related tasks
• Customization of client requests (reporting, statistics, mailings, etc.)
• Managing the Relationship Manager's calendar, preparing for client meetings, organizing business trips, and following up on client calls, meetings, or business trips
• Compilation of presentations, support in the preparation of investment proposals and marketing activities
• Ensuring coverage in your own absence

management

The Assistant Relationship Manager:

• regularly collects information relevant to the work
• conducts reviews, plans and documents his work
• Supports the Relationship Manager in implementing projects and initiatives
• provides professional suggestions for improvements based on experience, incidents, or observations
• Manages the expense reimbursement process for the relationship manager

Risk management and controls

The Assistant Relationship Manager:

• actively assists with risk management (supporting the first line of defense)
• ensures compliance with local regulations and internal guidelines and standards
• ensures the timely clarification of open issues and escalated defects
• ensures appropriate ethical and compatible behavior within his area of responsibility
• ensures that client interactions and client orders are documented accurately, clearly, and comprehensively

Regulatory responsibilities

The Assistant Relationship Manager:

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

Requirements

The Assistant Relationship Manager should:

• Be open, approachable, and interested in people and process improvements
• always communicate competently and professionally
• be highly service-oriented and passionate about client service
• have a systematic, precise, and conscientious approach to work and the ability to work 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
• a strong understanding of the geographic market, i.e., familiarity with the legal and regulatory environment as well as cultural sensitivity