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
• Customization of client requests (reporting, statistics, mailings, etc.)
• Managing the RM/GH calendar, preparing for client meetings, organizing business trips, and following up on client calls, meetings, or trips
• Creating presentations, assisting with the preparation of investment proposals, and supporting marketing activities
• Ensuring coverage during your own absences

management

The ARM:

• regularly collects information relevant to the work
• conducts reviews, plans and documents his work
• assists RM/GH in implementing projects and initiatives
• provides professional suggestions for improvements based on experience, incidents, or observations
• manages the expense reimbursement process for RMs/GH

Risk management and controls

The ARM:

• actively assists with risk management (supporting the first line of defense)
• ensures compliance with local regulations and internal guidelines and standards
• ensures that outstanding issues and escalated defects are resolved
• ensures appropriate ethical and compatible behavior within his area of responsibility
• Ensures accurate, meaningful, and understandable documentation of client interactions/client orders.

Regulatory responsibilities

The ARM:

• demonstrates appropriate values and behaviors, including standards of honesty, integrity, diligence, and prudence; fair treatment (treating customers fairly); conflict management; competence and continuous development; appropriate risk management; and compliance with applicable laws and regulations

Requirements

The ARM should:

• Be highly service-oriented and passionate about client care.
• have a systematic, precise, and conscientious approach to work and the ability to work under pressure
• demonstrate personal integrity and ethical behavior

Professional and technical skills

The ARM should:

• have adequate knowledge of relevant private banking products and services
• have a fundamental understanding of global financial markets and current developments in the industry
• have a strong understanding of the geographic market, i.e., be familiar with the legal and regulatory environment and possess cultural sensitivity

We offer

No information available.