Assistant Relationship Manager

Job description

The Assistant Relationship Manager supports the Relationship Manager (RM) with administrative tasks related to intermediaries and end customers. Responsibilities include managing end-customer relationships, maintaining contracts and documentation in the relevant systems, and assisting the RM in processing files and documentation.

Your challenge

The key areas of responsibility and the allocation of time are as follows:

• Acquisition Management: 5%
• Relationship Management: 20%
• Service Management: 60%
• People & Performance Management: 5%
• Risk Management: 10%

Key areas of responsibility

The most important tasks are:

• Administrative support for the RM and the team leader
• Establishing and Terminating Intermediary Relationships and Technical Relationship Management
• Opening and Closing Retail Customer Accounts
• Ensuring that customer KYC data is maintained to the highest standards
• Troubleshooting and close collaboration with internal teams/departments
• Support for creating customer period overviews and trigger events
• Training for intermediaries on how to use Baer@Online and support via the Baer@Online hotline

Your profile

Personal and social skills:

• Excellent communication skills (good phone etiquette and writing skills)
• High Standards of Customer Service
• An excellent team player who enjoys working in this kind of environment
• A hard-working and dedicated loner who works well under pressure

Professional and technical skills:

• Relevant experience in the banking, compliance, and/or asset management and investment industries (back office and front office)
• Microsoft Office (e.g., Outlook, Word, Excel) and familiarity with customer relationship management software