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. The ARM interacts with internal and external stakeholders, provides clients with relevant information, and supports the RM in implementing customized solutions.

CLIENT ADMINISTRATION AND MANAGEMENT

• Supports RMs/GH in customer interactions and all related tasks (systems, processes, files, documents, etc.) with a high level of quality, precision, and responsiveness
• Creates custom reports (reports, statistics, mailings, etc.)
• Manages the RM(s)/GH(s)'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 the RM(s)/GH
• Creates presentations, assists with the preparation of investment proposals, and supports marketing activities as needed (client meetings, business trips, events, etc.)
• Ensures coverage during your own absences

BUSINESS MANAGEMENT

• Regularly collects relevant information required for work
• Performs checks, plans and documents his work
• Assists the RM/GH in implementing projects and initiatives, in close coordination with the Business Manager team
• Makes professional recommendations for improvements based on experience, incidents, or observations
• Manages the process for reimbursing expenses for the RM(s)/GH

RISK MANAGEMENT AND CONTROLS

• Actively supports risk management (first line of defense), for example, in customer documentation, by raising concerns, tracking issues, and escalating uncertainties
• Ensures compliance with local regulations and internal policies and standards (e.g., opening new accounts, issuing payment instructions, reviewing customer calls, or signing off on matters within their authority, etc.) in collaboration with the relevant Relationship Manager(s), General Manager, and Team Business Manager
• Ensures that outstanding issues and escalated defects are resolved in a timely manner
• Ensures appropriate and ethical conduct within their area of responsibility
• Ensures that customer interactions and inquiries are documented accurately, clearly, and comprehensively in the appropriate tool (e.g., CRM, DIAS)

REGULATORY RESPONSIBILITIES

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

Requirements

• Natural team player
• Ability to connect with colleagues from diverse backgrounds
• Open, approachable and shows genuine interest in people and improving processes
• Always communicate competently and professionally