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 the RMs/GH in client interactions and all related tasks
• Customization of client requests (reporting, statistics, mailings, etc.)
• Managing the RM/GH'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 during your own absences

management

The Assistant Relationship Manager:

• regularly collects information relevant to the work
• conducts reviews, plans and documents his work
• assists the RM/GH in implementing projects and initiatives
• makes professional recommendations for improvements based on experience, incidents, or observations
• manages the expense reimbursement process for RMs/GH

Risk management and controls

The Assistant Relationship Manager:

• actively assists with risk management (first line of defense), e.g., in client documentation, by raising concerns, tracking issues, and escalating uncertainties
• ensures compliance with local regulations and internal guidelines and standards
• ensures the timely clarification of outstanding issues and escalated defects
• ensures appropriate ethical and compatible behavior within his area of responsibility
• Ensures accurate, meaningful, and understandable documentation of client interactions/client orders in the appropriate tools.

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 highly service-oriented and passionate about client care.
• 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 adequate knowledge of the relevant products and services in private banking
• have a fundamental understanding of global financial markets and current developments in the industry
• have a strong understanding of the geographic market (e.g., familiarity with the legal and regulatory environment, as well as cultural sensitivity)

We offer

No information available.