Assistant Relationship Manager

Job description

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

Tasks

• Supports RMs/GH in client interactions and all related tasks (systems, processes, files, documents, etc.) with high quality, precision, and prompt responsiveness
• Customizes client requests (reporting, statistics, mailings, etc.)
• Manages the RM/GH's calendar, prepares client meetings, organizes business trips, and handles follow-up work related to client calls, client meetings, or business trips for RMs/GHs.
• 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

• Regularly collects relevant information required for work
• Performs checks, plans and documents his work
• Assists RM/GH in implementing projects and initiatives in close coordination with the Business Manager team
• Offers professional suggestions for improvement based on experience, incidents, or observations
• Manages the expense reimbursement process for RMs/TH/GH

Risk management and controls

• Actively supports risk management (first line of defense), for example, in client documentation, by identifying concerns, tracking issues, and escalating uncertainties
• Ensures compliance with local regulations and internal guidelines and standards (e.g., new account openings, payment instructions, verification of client phone calls, or signing at his/her level of competence, etc.) in cooperation with the respective RMs, GH, and Team Business Manager.
• Ensures timely clarification of outstanding issues and escalated defects
• Ensures appropriate and ethical conduct within their area of responsibility
• Ensures that client interactions and client orders are documented accurately, clearly, and comprehensively in the appropriate tool (e.g., CRM, DIAS)

Requirements

• Ability to relate to colleagues from diverse backgrounds
• Open, approachable and shows genuine interest in people and improving processes
• Always communicate competently and professionally
• Highly service-oriented and passionate about client support
• Working systematically, precisely, and conscientiously, and the ability to work under pressure
• Personal integrity and ethical behavior

Professional and technical skills

• Adequate understanding of relevant products and services in private banking
• Basic knowledge of global finance