Assistant Relationship Manager

Tasks

The Assistant Relationship Manager (ARM) supports one or more Relationship Managers (RM) / Group Heads (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 a high level of quality, precision, and adherence to deadlines
• Support for client inquiries (reporting, confirmations, etc.)
• Organizing client meetings, preparing for client meetings, arranging business trips, and following up on client calls, client meetings, or business trips for RMs/GH
• Preparation of presentations, assistance with the development of investment proposals, and support with marketing activities as needed (client receptions, meetings, business trips, events, etc.)
• Ensuring coverage in the event of one's own absence

Business Management

The tasks include:

• Regular collection and exchange of relevant information necessary for the work
• Conducting reviews, planning, and documenting work
• Supporting RMs/GH in implementing projects and initiatives in close coordination with the Business Manager team
• Providing professional recommendations for improvements based on experience, incidents, or observations
• Administration of the expense accounting process for RMs/GH

Risk management and controls

The tasks include:

• Active support for risk management (first line of defense), e.g., with client documentation, by raising concerns, tracking issues, and escalating matters when uncertainty arises
• Ensuring compliance with local regulations and internal policies and standards (e.g., opening new accounts, processing payment instructions, reviewing client phone calls, or signing off on matters within one’s own authority, etc.) in collaboration with the respective Relationship Managers, General Managers, and Team Business Managers
• Ensuring that outstanding issues and escalated defects are resolved in a timely manner
• Ensuring appropriate and ethical conduct within one's area of responsibility
• Ensuring that client interactions and client orders are documented accurately, clearly, and comprehensively in the appropriate tool (e.g., CRM, DiAS)

Requirements

The requirements include:

• Competent and professional communication
• High service orientation and passion for client service
• Systematic, precise, and conscientious approach to work and the ability to work under pressure
• Personal integrity and ethical behavior

Professional and technical skills

The requirements include:

• Adequate understanding of relevant products and services in private banking
• Basic knowledge of global financial markets and current developments in the industry
• Strong familiarity with the geographic market (e.g., knowledge of the legal and regulatory environment, as well as cultural sensitivity)