Assistant Relationship Manager

Tasks

The Assistant Relationship Manager (ARM) supports one or more Relationship Manager(s) (RM) / Group Head(s) (GH) in daily operations, administration, and client management. Responsibilities include:

• Supporting RMs/GH in client interactions and all related tasks (systems, processes, files, documents, etc.) with high quality, precision, and prompt responsiveness
• 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 business trips for RMs/GH
• Support RM/GH in preparing investment proposals and with marketing activities as needed (client receptions, meetings, business trips, events, etc.)
• Ensuring coverage in the event of one's own absence

management

The ARM:

• regularly gathers relevant information needed for the job
• conducts reviews, plans and documents his work
• Assists 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 RMs/GH

Risk management and controls

The ARM:

• 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 their area of authority, etc.) in collaboration with the respective Relationship Managers (RMs), General Managers (GHs), and Team Business Managers
• ensures the timely clarification of outstanding issues and escalated defects
• 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 tools (e.g., CRM, DIAS)

Regulatory responsibilities

The ARM:

• demonstrates appropriate values and behaviors, including, but not limited to, standards of honesty and integrity, diligence and conscientiousness, fair dealing (equitable treatment of customers), conflict management, competence and continuous development, appropriate risk management, and compliance with applicable laws and regulations

Requirements

The ARM should:

• always communicate competently and professionally
• Be highly service-oriented and passionate about client care.
• have a systematic, precise, and conscientious work style and the ability to work under pressure
• demonstrate personal integrity and ethical behavior

Professional