Assistant Relationship Manager

Tasks

• Assists one or more Relationship Managers (RM) / Group Heads (GH) with day-to-day operations, administrative tasks, and client management
• Interacts with internal and external stakeholders, provides customers with relevant information, and supports RM in implementing customized solutions.
• Serves as a role model by setting the standard for the highest quality of service for the RMs/Heads (GH)
• Supports RMs/GH in client interactions and all related tasks (systems, processes, files, documents, etc.) with a high level of quality, precision, and timeliness
• Customizes client requests (reporting, statistics, mailings, etc.)
• Manages the RM/GH's calendar, prepares for client meetings, organizes business trips, and handles the follow-up on client calls, meetings, or business trips for RMs/GHs
• Assists RM/GH in supporting investment proposals and marketing activities as needed (client receptions, meetings, business trips, events, etc.)
• Ensures coverage in your absence

Business Management

• Regularly collects relevant information required for work
• Performs checks, plans and documents his work
• Supports RM/GH in the implementation of projects and initiatives in close coordination with the Business Manager team
• Provides professional suggestions for improvements based on experience, incidents, or observations
• Manages the expense reporting process for RMs/GH

Risk management and controls

• Actively supports risk management (by bolstering the first line of defense), for example in client documentation, by identifying concerns, tracking issues, and escalating matters when uncertainty arises
• 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, clearly, and comprehensively in the appropriate tool (e.g., CRM, DIAS)

Regulatory responsibilities

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

Requirements

• Competent and professional communication
• Strong commitment to service and a passion for client service
• A systematic, precise, and conscientious work style, along with the ability to work under pressure