Assistant Relationship Manager

Job description

The Assistant Relationship Manager (ARM) supports one or more Relationship Managers (RM) / Group Heads (GH) in 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 initiatives.

Tasks

• Assists RMs/GH in client interactions and all related tasks (systems, processes, files, documents, etc.) with a high level of quality, precision, and responsiveness
• Customizes client requests (reporting, statistics, mailings, etc.)
• Manages the RM/GH's calendar, prepares for client meetings, organizes business trips, and follows up on 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 reporting process for RMs/GH

Risk management and controls

• Actively supports risk management (first line of defense), e.g., in client documentation, by raising concerns, tracking issues, and escalating matters when there is uncertainty
• Ensures 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 documents within their level of authority, etc.) in close collaboration with the respective Relationship Managers (RMs), General Managers (GHs), and Team Business Managers
• 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, meaningfully, and clearly in the appropriate tool (e.g., CRM, DMS)

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

Professional and technical skills

• Adequate understanding of relevant products and services in private banking
• Basic knowledge of global financial markets and current industry trends
• Solid Aff