Assistant Relationship Manager

Job description

The Assistant Relationship Manager (ARM) supports one or more Relationship Managers (RM), Team Heads, or Group Heads in day-to-day operations, administrative tasks, and client management. The ARM interacts with internal and external stakeholders, provides clients with relevant information, and assists the RM in implementing initiatives.

Tasks

• 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 client meetings, organizes business trips, and handles follow-up work related to client calls, client meetings, or business trips for RMs/GHs.
• Creates presentations, assists with the preparation of investment proposals, and supports marketing activities as needed (client receptions, meetings, business trips, events, etc.)
• Ensures coverage in your absence

management

• Regularly collects relevant information required for work
• Performs checks, 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 reimbursement process for RMs/TH/GH

Risk management and controls

• Actively supports risk management (first line of defense), e.g., in client documentation, by identifying concerns, tracking issues, and escalating matters when uncertainty arises
• Ensures adherence to local regulations and compliance with internal policies and standards (e.g., opening new accounts, issuing payment instructions, verifying client phone calls, or signing off on matters within one’s own authority, etc.) in close collaboration with the respective Relationship Managers (RMs), General Managers (GHs), and Team Business Managers
• Ensures that outstanding issues and escalated defects are resolved in a timely manner
• 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 tool (e.g., CRM, DIAS)

Requirements

• Ability to relate to colleagues from diverse backgrounds
• Open, approachable and shows genuine interest in people and improving processes
• Always communicate competently and professionally
• Highly service-oriented and passionate about client support
• Systematic, precise, and conscientious working style and the ability to work under pressure
• Personal integrity and ethical behavior

Professional and technical skills

• Adequate understanding of relevant products and services in private banking
• Basic Knowledge of Global Financial Markets