Assistant Relationship Manager

Tasks

• Assists the Relationship Manager (RM) / Group Head (GH) with day-to-day operations, administrative tasks, and client management
• Interacts with internal and external stakeholders, provides customers with relevant information, and supports RM in implementing customized solutions.
• Supports the RM/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 the RM/GH
• 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 your absence

Business Management

• Regularly collects relevant information required for work
• Performs checks, plans and documents his work
• Assists the 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 RM/GH

Risk management and controls

• Actively assists with risk management (supporting the first line of defense), for example, in client documentation, by flagging 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, reviewing client phone calls or signatures within their area of responsibility, etc.) in collaboration with the respective Relationship Managers, General Managers, and Team Business Managers
• Ensures that outstanding issues and escalated defects are resolved in a timely manner
• Ensures appropriate ethical and compatible behavior within his area of responsibility
• Ensures that client interactions and client orders are documented accurately, meaningfully, and clearly in the appropriate tool (e.g., CRM, DAS)

Requirements

• Open, approachable, and genuinely interested 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 financial markets and current industry trends
• A strong affinity with the geographic market, i.e., a