Assistant Relationship Manager

Tasks

• Assists one or more Relationship Managers (RM) / Group Heads (GH) with day-to-day operations, administrative tasks, and client management
• Interacts with internal and external stakeholders, provides relevant information, and supports the RM in implementing customized solutions
• Serves as a role model by introducing the highest standard of service for the RMs/GH

Tasks in detail

• Supports RMs/GH in client interactions and all related tasks (systems, processes, files, documents, etc.) with high quality, precision, and prompt responsiveness
• Customizes client requests (reporting, statistics, mailings, etc.)
• Manages the RM/GH's calendar, prepares client meetings, organizes business trips, and handles follow-up work related to client calls, client meetings, or business trips for RMs/GHs.
• Creates presentations, assists in the preparation of investment proposals and marketing activities as needed (client reception, meetings, business trips, events, etc.)
• Ensures coverage in the event of 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 team leadership
• Provides professional suggestions for improvements based on experience, incidents, or observations
• Manages the expense reimbursement process for RMs/GH

Risk management and controls

• Actively supports risk management (by reinforcing the first line of defense), for example, in client documentation, by raising concerns, tracking issues, and escalating matters when uncertainty arises
• Ensures compliance with local regulations and internal policies and standards (e.g., opening new accounts, issuing payment instructions, reviewing client phone calls, or signing off on matters within their authority, etc.) in collaboration with the respective Relationship Manager, General Manager, and Team Manager
• Ensures that outstanding issues and escalated defects are resolved in a timely manner
• 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, DMS)

Regulatory responsibilities

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

Requirements

• Highly service-oriented and passionate about client support
• A systematic, precise, and meticulous work style and the ability to