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 (systems, processes, files, documents, etc.) with a high level of quality, precision, and responsiveness
• Customization of client requests (reporting, statistics, mailings, etc.)
• Manage the RM/GH calendar, prepare for client meetings, organize business trips, and follow up on client calls, meetings, or business trips for RMs/GH
• Preparing presentations, assisting with the development of investment proposals, and supporting marketing activities as needed (client meetings, business trips, events, etc.)
• Ensuring coverage during your own absences

management

The ARM:

• regularly gathers relevant information needed for the job
• conducts reviews, plans and documents his work
• Assists 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 assists with risk management (supports the first line of defense), for example, in client documentation, by raising concerns, tracking issues, and escalating uncertainties
• ensures compliance with local regulations and internal policies and standards (e.g., opening new accounts, processing payment instructions, ensuring that client calls or signatures meet high standards of competence, etc.) in collaboration with the respective Relationship Managers, General Managers, and Team Business Managers
• 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 tool (e.g., CRM, DIAS).

Regulatory responsibilities

The ARM:

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

Requirements

The ARM should:

• be open and approachable, and show a genuine interest in people and in improving processes
• 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