Assistant Relationship Manager

Tasks

The Assistant Relationship Manager (ARM) supports one or more Relationship Manager(s) (RM) / Group Head(s) (GH) in daily operations, administration, and client management. Responsibilities include:

• 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.)
• Managing RM/GH's calendar, preparing for client meetings, organizing business trips, and following up on client calls, meetings, or business trips for RM/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 in the event of one's own absence

Business Management

The Assistant Relationship Manager:

• 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 Assistant Relationship Manager:

• actively supports risk management (by bolstering the first line of defense), for example, in client documentation, by raising concerns, tracking issues, and escalating matters when there is uncertainty
• 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 matters within their scope of authority, etc.) in collaboration with the respective Relationship Managers, General Managers, and Team Business Managers
• ensures that outstanding issues and escalated defects are resolved in a timely manner
• ensures appropriate ethical and compatible behavior within his area of responsibility
• Ensures that client interactions and client orders are documented accurately, clearly, and comprehensively in the appropriate tool (e.g., CRM, DIAS)

Regulatory responsibilities

The Assistant Relationship Manager:

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

Requirements

The Assistant Relationship Manager should:

• be open, 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.
• work systematically, precisely, and conscientiously, and be able to work under pressure
• personal