Assistant Relationship Manager

Tasks

The Assistant Relationship Manager supports one or more Relationship Managers/Group Heads in daily operations, administration, and client management. Responsibilities include:

• Supporting relationship managers in client interactions and all related tasks
• Customization of client requests (reporting, statistics, mailings, etc.)
• Managing the Relationship Manager's calendar, preparing for client meetings, organizing business trips, and following up on client calls, meetings, or business trips
• Compilation of presentations, support in the preparation of investment proposals and marketing activities
• Ensuring coverage in your own absence

management

The Assistant Relationship Manager:

• regularly collects information relevant to the work
• conducts reviews, plans and documents his work
• Assists the Relationship Manager in implementing projects and initiatives in close coordination with the Business Manager team
• makes professional suggestions for improvements based on experience, incidents, or observations
• Manages the expense reimbursement process for the relationship manager

Risk management and controls

The Assistant Relationship Manager:

• actively helps with risk management (supporting the first line of defense), e.g., in client documentation, by reporting concerns, tracking issues, and escalating matters when there is uncertainty
• 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 documents within the scope of their authority)
• 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, meaningfully, and clearly in the appropriate tool (e.g., CRM, DIAS)

Regulatory responsibilities

The Assistant Relationship Manager:

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

Requirements

The Assistant Relationship Manager 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 approach to work and the ability to work under pressure
• demonstrate personal integrity and ethical behavior

Professional and technical skills

The Assistant Relationship Manager should:

• have an adequate understanding of the relevant products and services in private banking
• basic knowledge of global finance