Assistant Relationship Manager

Job description

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

Tasks

• Assists RMs/GH in client 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/GH's calendar, prepares for client meetings, organizes business trips, and handles the follow-up on client calls, meetings, or trips for RMs/GHs
• Creates presentations, assists with the preparation of investment proposals, and supports marketing activities (client receptions, meetings, business trips, events, etc.)
• Ensures coverage during your own absences

management

• Regularly collects relevant information necessary for the 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 reporting process for RMs/GH

Risk management and controls

• Actively supports risk management (first line of defense), for example, in client documentation, by reporting concerns, tracking issues, and escalating uncertainties
• Ensures adherence to local regulations and compliance with internal policies and standards (e.g., opening new accounts, issuing payment instructions, reviewing customer calls, or signing off at the appropriate level of authority, etc.) in 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 and ethical conduct within their area of responsibility
• Ensures that client interactions and client orders are documented correctly, meaningfully, and clearly in the appropriate tool (e.g., CRM, DIAS)

Requirements

• Demonstrating appropriate values and behaviors, including, but not limited to, standards of honesty and integrity, diligence and conscientiousness, fair dealing (treating customers fairly), conflict management, competence and continuous development, appropriate risk management, and
• Ability to connect with 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 customer service
• Working systematically, precisely, and conscientiously, and the ability to work under pressure
• Pers