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. Responsibilities include:

• Supporting RMs/GHs in client interaction and all related tasks
• Customization of client requests (reporting, statistics, mailings, etc.)
• Managing the schedules of RMs/GHs, preparing for client meetings, organizing business trips, and following up on client calls, meetings, or trips
• Preparation of presentations, support in the preparation of investment proposals and marketing activities
• Ensuring coverage during your own absences

management

The ARM:

• regularly collects information relevant to the work
• conducts reviews, plans and documents his work
• Supports RMs/GHs in the implementation of projects and initiatives
• provides professional suggestions for improvements based on experience, incidents, or observations
• Manages the expense reporting process for RMs/GHs

Risk management and controls

The ARM:

• actively assists with risk management (supporting the first line of defense)
• ensures adherence to local regulations and compliance with internal policies and standards
• ensures the timely clarification of open issues and escalated defects
• ensures appropriate ethical and compliant behavior within his area of responsibility
• Ensures accurate, meaningful, and understandable documentation of client interactions/client orders.

Regulatory responsibilities

The ARM:

• demonstrates appropriate values and behaviors, including honesty and integrity, diligence and conscientiousness, fair treatment (treating customers fairly), conflict management, competence and continuous professional development, appropriate risk management, and compliance with applicable laws and regulations

Requirements

The ARM should:

• be open, approachable, and genuine
• always communicate competently and professionally
• be highly service-oriented and passionate about client service
• Work systematically, precisely, and conscientiously, and be able to perform under pressure.
• demonstrate personal integrity and ethical behavior
• have a good understanding of relevant private banking products and services
• have a fundamental understanding of global financial markets and current developments in the industry
• have a good understanding of the geographic market, including the legal and regulatory environment as well as cultural sensitivities

We offer

No information available.