Assistant Relationship Manager

Tasks

• Supports one or more Relationship Managers (RM)/Group Heads (GH) in daily operations, administration, and client management
• Interacts with internal and external stakeholders, provides customers with relevant information, and supports the RM in implementing customized solutions
• Assists the RM/GH with client interactions and all related tasks (systems, processes, files, documents, etc.) with a high level of quality, precision, and timely responsiveness
• 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 the RM/GH
• Creates presentations, assists with the preparation of investment proposals, and supports marketing activities as needed (client meetings, business trips, events, etc.)
• Ensures coverage in the event of your own absences

management

• Performs checks, plans and documents his/her work
• Assists the RM/GH in implementing projects and initiatives in close coordination with the Business Manager team
• Provide professional suggestions for improvements based on experience, incidents, or observations
• Manages the expense reporting process for RM/GH

Risk management and controls

• Actively supports risk management (reinforcing the first line of defense), for example, in client documentation, by flagging concerns, tracking issues, and escalating uncertainties
• Ensures compliance with local regulations and internal policies and standards (e.g., opening new accounts, processing payment instructions, reviewing client phone calls, or signing off on transactions within one’s own authority level, etc.) in collaboration with the respective Relationship Managers, General Managers, and Team Business Managers
• Ensures timely clarification of outstanding issues and escalated defects
• Ensures the correct, meaningful, and comprehensible documentation of client interactions/client orders 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 conscientiousness, fair dealing (treating customers fairly), management of conflicts of interest, competence and continuous development, appropriate risk management, and compliance with applicable laws and regulations

Requirements

• Open, approachable and shows genuine interest in people and improving processes
• Always communicate competently and professionally
• Highly service-oriented and passionate about client support
• Systematic, precise, and conscientious approach to work and the ability to work under pressure
• Personal integrity and ethical behavior

Professional and technical