Assistant Relationship Manager

Job description

The Assistant Relationship Manager (ARM) supports one or more Relationship Managers (RM) / Group Heads (GH) with day-to-day operations, administration, and client management. The ARM interacts with internal and external stakeholders, provides clients with relevant information, and supports the RM in implementing investment strategies.

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 receptions, 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
• Provides professional suggestions for improvements based on experience, incidents, or observations.
• Manages the expense reporting process for RMs/GH

Risk management and controls

• Actively supports risk management (reinforcing the first line of defense), e.g., in client documentation, by identifying concerns, tracking issues, and escalating matters when uncertainty arises
• Ensures adherence to local regulations and compliance with internal policies and standards (e.g., opening new accounts, issuing payment instructions, reviewing client phone calls, or signing off at the appropriate authorization level, etc.) in collaboration with the respective Relationship Managers (RMs), General Managers (GHs), and Team Business Managers
• Ensures that outstanding issues and escalated defects are resolved in a timely manner
• Ensures appropriate and ethical conduct within their area of responsibility
• Ensures that client interactions and client orders are documented accurately, meaningfully, and clearly in the appropriate tool (e.g., CRM, DUAS)

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