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 clients with relevant information, and supports the RM in implementing customized solutions
• Sets the standard for the highest quality of service for RMs and external stakeholders
• Supports RMs/GH in client interactions and all related tasks (systems, processes, files, documents, etc.) with a high level of quality, precision, and timeliness
• 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
• Assists RM/GH in supporting investment proposals and marketing activities as needed (client receptions, meetings, business trips, events, etc.)
• Ensures coverage in your absence

Business 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 flagging concerns, tracking issues, and escalating them 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 signing off on matters within his or her area of authority, etc.) in 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, 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, DIAS)

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

• Competent and professional communication
• Highly service-oriented and passionate about client support
• A systematic, precise, and conscientious work style, and the ability to work under pressure