Assistant Relationship Manager

Tasks

• Assists one or more Relationship Managers (RM) / Group Heads (GH) with day-to-day operations, administrative tasks, and client management
• Interacts with internal and external stakeholders, provides customers with relevant information, and supports RM in implementing customized solutions.
• Supports RMs/GHs in client interactions and all related tasks (systems, processes, files, documents, etc.) with a high level of quality, accuracy, and responsiveness
• Creates presentations, assists with the preparation of investment proposals, and supports marketing activities as needed (client receptions, meetings, business trips, events, etc.)
• Ensures that RM/GH calendars are managed, client meetings are prepared, business trips are organized, and follow-up on client calls, client meetings, or business trips is completed for RMs/GH

Business Management

• Regularly collects relevant information necessary for the work
• Performs checks, plans and documents his/her work
• Supports RM/GH in the implementation of 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

• Actively supports risk management (by reinforcing the first line of defense), for example, in client documentation, by raising concerns, tracking issues, and escalating matters when uncertainty arises
• Ensure compliance with local regulations and internal policies and standards (e.g., opening new accounts, issuing payment instructions, reviewing client phone calls, or signing off on matters within one’s own area of responsibility, etc.) in collaboration with the respective Relationship Managers, General Managers, and Team Business Managers
• Ensure that outstanding issues and escalated defects are resolved promptly
• Ensures that ethical and compliant behavior is demonstrated within his or her area of responsibility
• Ensure that the documentation of client interactions and client orders in the relevant tools (e.g., CRM, DIAS) is accurate, meaningful, and clear

Requirements

• Open, approachable and shows genuine interest in people and improving processes
• Competent and professional in communication
• Highly service-oriented and passionate about client support
• Systematic, precise, and meticulous in their work, with the ability to work under pressure
• Personal integrity and ethical behavior
• Adequate understanding of relevant products and services in private banking
• Basic knowledge of global financial markets and current developments in the industry
• A good understanding of the geographic market, i.e., familiarity with the legal and regulatory environment as well as cultural sensitivity

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