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:

• Customization of client requests (reports, statistics, mailings, etc.)
• Managing the RM/GH’s calendar, preparing for client meetings, organizing business trips, and following up on client calls, meetings, or business trips for the RM/GH
• Preparing presentations, assisting with the development of investment proposals, and supporting marketing activities as needed (client meetings, business trips, events, etc.)
• Ensuring coverage during absences

management

The ARM:

• regularly collects information relevant to the work
• conducts reviews, plans and documents his work
• Supports the 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 RM/GH

Risk management and controls

The ARM:

• actively supports risk management (by supporting the first line of defense), e.g., in client documentation, by raising concerns, tracking issues, and escalating matters when there is uncertainty
• ensures compliance with local regulations and internal policies and standards (e.g., opening new accounts, issuing payment instructions, reviewing client phone calls, or approving transactions within their own authority level, etc.) in collaboration with the respective Relationship Manager, General Manager, and Team Business Manager
• 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, clearly, and comprehensively in the appropriate tool (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 treatment (treating customers fairly), conflict management, competence and continuous development, appropriate risk management, and compliance with applicable laws and regulations

Requirements

The ARM should:

• Be open, approachable, and genuine, with a genuine interest in people and process improvements
• always communicate competently and professionally
• Be highly service-oriented and passionate about client service
• have a systematic, precise, and conscientious work style and the ability to work under pressure
• demonstrate personal integrity and ethical behavior
• have adequate knowledge of relevant private banking products and services
• have a fundamental understanding of global financial markets and current developments in the industry