Assistant Relationship Manager

Tasks

The Assistant Relationship Manager supports one or more Relationship Managers/Group Heads 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
• Compilation of presentations, support in the preparation of investment proposals and marketing activities
• Ensuring coverage during your own absences

management

The Assistant Relationship Manager:

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

Risk management and controls

The Assistant Relationship Manager:

• actively supports risk management (first line of defense)
• ensures adherence to local regulations and compliance with internal policies and standards
• ensures the timely clarification of open issues and escalated defects
• ensures appropriate ethical and compliant behavior within his area of responsibility
• ensures accurate and clear documentation of client interactions

Regulatory responsibilities

The Assistant Relationship Manager:

• demonstrates appropriate values and behavior
• adheres to standards such as honesty, integrity, diligence, and fairness

Requirements

The Assistant Relationship Manager should:

• be a natural team player
• have the ability to connect with colleagues from diverse backgrounds
• Be open, approachable, and interested in people and processes
• always communicate competently and professionally
• be highly service-oriented and passionate about client service
• Work systematically, precisely, and conscientiously, and be able to perform under pressure.
• demonstrate personal integrity and ethical behavior

Professional and technical skills

The Assistant Relationship Manager should:

• have an adequate understanding of relevant products and services in private banking
• have a fundamental understanding of global financial markets and current developments in the industry
• have a good understanding of the geographic market he serves