Assistant Relationship Manager

Tasks

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

• Supporting RMs/GHs in client interactions and all related tasks
• Customization of client requests (reporting, statistics, mailings, etc.)
• Managing the RM/GH's calendar, preparing for client meetings, organizing business trips, and following up on client calls, meetings, or trips
• Compilation of presentations, support in the preparation of investment proposals and marketing activities
• Ensuring coverage during absence

management

The ARM:

• regularly collects information relevant to the work
• conducts reviews, plans and documents his work
• Supports the RM/GH in implementing 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 reimbursement process for RMs/GH

Risk management and controls

The ARM:

• actively helps with risk management (supporting the first line of defense), e.g., with client documentation, by reporting concerns, tracking issues, and escalating matters when there is uncertainty
• ensures compliance with local regulations and internal guidelines and standards
• ensures the timely clarification of outstanding issues and escalated defects
• ensures appropriate ethical and compatible behavior within his area of responsibility
• Ensures accurate, meaningful, and understandable documentation of client interactions/client orders in the appropriate tools.

Regulatory responsibilities

The ARM:

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

Requirements

The ARM should:

• Be open, approachable, and genuine, and show a genuine interest in people and process improvements.
• always communicate competently and professionally
• Be highly service-oriented and passionate about client care.
• 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 ARM should:

• have adequate knowledge of the relevant products and services in private banking
• have a fundamental understanding of global financial markets and current developments in the industry
• have a strong affinity for the geographic markets covered, i.e., be familiar with