Assistant Relationship Manager

Tasks

• Supports one or more Relationship Managers (RM)/Group Heads (GH) in daily operations, administration, and client management
• Interacts with internal and external stakeholders, provides customers with relevant information, and supports RM in implementing customized solutions.
• Serves as a role model by setting the highest standard of service quality for the RMs/Head(s)
• 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 for client meetings, organizes business trips, and handles the follow-up on client calls, meetings, or business trips for RMs/GHs
• Creates presentations, assists in the preparation of investment proposals and marketing activities as needed (client reception, meetings, business trips, events, etc.)
• Ensures coverage in your absence

management

• Regularly collects relevant information necessary for the work
• Performs checks, plans and documents his/her work
• Supports RM/GH in the implementation of 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 assists with risk management (supporting the first line of defense), e.g., with client documentation, by identifying concerns, tracking issues, and escalating in cases of 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 transactions within one’s own authority level, etc.) in collaboration with the respective Relationship Managers, General Managers, and Team Business Managers
• Ensures timely clarification of outstanding issues and escalated defects
• Ensures appropriate, ethical, and compliant conduct within his or her area of responsibility
• Ensures that client interactions and client orders are documented accurately, meaningfully, and clearly in the appropriate tool (e.g., CRM, DAS)

Regulatory responsibilities

• 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

• Open, approachable and shows genuine interest in people and improving processes
• Always communicate competently and professionally
• Very service-oriented and passionate about client-B