Assistant Relationship Manager

Job description

Tasks

• Client Administration & Management:
  • Supports Relationship Managers (RM)/ Team Heads (TH) in customer interaction and all related tasks (systems, processes, files, documents etc.) with high quality, accuracy and timely responsiveness
  • Customizes customer requests (reporting, statistics, mailings, etc.)
  • Manages RM/TH's calendar, prepares client meetings, organizes business trips, completes follow-up of client meetings, client meetings or business trips for RM/TH
  • Prepares presentations, assists in the preparation of investment proposals and marketing activities (client receptions, meetings, business trips, events, etc.)
  • Secures the cover in the event of your own absence
• Business Management:
  • Collects and regularly exchanges relevant information that is necessary for the work
  • Organizes self in an efficient and compliant manner and ensures timely and appropriate information to supervisor
  • Carries out inspections, plans ahead and documents his work at all times
  • Supports RM/TH in the implementation of projects and initiatives
  • Provides professional input for improvement suggestions based on experience, incidents or observations
  • Manages the expense report process for RM/TH
• Risk Management & Controls:
  • Actively assists with risk management (first line of defense support), e.g. customer documentation, raising concerns, tracking issues and escalating when in doubt
  • Ensures compliance with local regulations and compliance with internal policies and standards (e.g. new account openings, payment instructions, review of customer meetings or approval at own competence level etc.) in cooperation with the respective RM and TA
  • Ensures prompt clarification of pending issues and escalated defects
  • Ensures appropriate ethical and compliant behavior in his/her area of responsibility
  • Ensures correct, meaningful and comprehensible documentation of customer interactions/customer orders in the corresponding tool (e.g. CRM, DMS)

Requirements

• Personal qualities:
  • Highly service-oriented and passionate about customer care
  • Always communicates in a friendly, competent and professional manner
  • Open, approachable and shows genuine interest in people and improving processes
  • Systematic, precise and meticulous way of working and the ability to work under pressure
  • Personal integrity and ethical behavior
• Professional skills:
  • Solid affinity with the geographic markets covered, i.e. familiar with the legal and regulatory environment of the markets covered
• Language skills and experience:
  • Good language skills (oral and written) depending on specific market requirements
  • Proven experience in supporting banking clients with complex needs (onboarding new clients, maintaining and expanding existing relationships)

We offer