Assistant Relationship Manager

Tasks

• Supports one or more Relationship Managers (RM)/Group Heads (GH) in daily operations, administration, and client management
• Interacts with internal and external stakeholders, provides relevant information, and supports the RM in implementing customized solutions
• Serves as a role model by introducing the highest standard of service for the RMs/GH

Assistant Relationship Manager

• Supports RMs/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 work related to client calls, client meetings, or business trips for RMs/GHs
• Creates presentations, assists in the preparation of investment proposals and marketing activities as needed (client reception, meetings, business trips, events, etc.)
• Ensures coverage in the event of your own absences

Business Management

• Regularly collects relevant information necessary for the work
• Performs checks, plans and documents his/her work
• Supports RM/GH in implementing projects and initiatives, in close coordination with the Team Business Managers
• 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 raising 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 signing off on matters within one’s own authority, etc.) in collaboration with the respective Relationship Manager, General Manager, and Team Business Manager
• Ensures that outstanding issues and escalated defects are resolved in a timely manner
• 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, DAMS)

Regulatory responsibilities

• Demonstrates appropriate values and behaviors, including, but not limited to, standards of honesty and integrity, diligence and conscientiousness, fair dealing (treating customers fairly), management of conflicts of interest, competence and continuous development, appropriate risk management, and compliance with applicable laws and regulations

Requirements

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