Assistant Relationship Manager

Job description

The Assistant Relationship Manager supports one or more Relationship Managers (RM) or Group Heads (GH) with day-to-day operations, administrative tasks, and client management. The Assistant Relationship Manager interacts with internal and external stakeholders, provides clients with relevant information, and assists the RM in carrying out tasks.

Tasks

The Assistant Relationship Manager is responsible for the following tasks:

• Supporting RMs/GH in client interactions and all related tasks (systems, processes, files, documents, etc.) with high quality, precision, and prompt 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
• Preparation of presentations, assistance with the development of investment proposals, and support with marketing activities as needed (client receptions, meetings, business trips, events, etc.)
• Ensuring coverage during your own absences

Business tasks

The Assistant Relationship Manager is responsible for the following business tasks:

• Regular collection and exchange of relevant information necessary for the work
• Conducting reviews, planning, and documenting work
• Support RM/GH in implementing projects and initiatives in close coordination with the Business Manager team
• Providing professional recommendations for improvements based on experience, incidents, or observations
• Administration of the expense accounting process for RMs/GH

Risk management and controls

The Assistant Relationship Manager is responsible for the following tasks in risk management and controls:

• Active support for risk management (first line of defense), e.g., with client documentation, by raising concerns, tracking issues, and escalating them when necessary
• Ensuring adherence to local regulations and compliance with internal policies and standards (e.g., opening new accounts, issuing payment instructions, verifying client phone calls, or signing off on matters within one’s own authority, etc.) in close collaboration with the respective Relationship Managers (RMs), General Managers (GHs), and Team Business Managers
• Ensuring that outstanding issues and escalated defects are resolved in a timely manner
• Ensuring appropriate ethical and compliant conduct within one's area of responsibility
• Ensuring that client interactions and client orders are documented accurately, meaningfully, and clearly in the appropriate tool (e.g., CRM, DACS)

Requirements

The Assistant Relationship Manager should meet the following requirements:

• Ability to connect with colleagues from diverse backgrounds
• Open, approachable and shows genuine interest in people and improving processes
• Competent and professional communication
• Highly service-oriented and passionate about client support
• Systematic, precise, and conscientious approach to work and the ability to work under pressure