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 in providing the highest quality of service to the RMs/GH
• Assists RMs/GH in client interactions and all related tasks (systems, processes, files, documents, etc.) with a high level of quality, precision, and responsiveness
• Customizes client requests (reporting, statistics, mailings, etc.)
• Manages the RM/GH's calendar, prepares for client meetings, organizes business trips, and handles the follow-up work related to client calls, client meetings, or business trips for RMs/GHs
• Creates presentations, assists with the preparation of investment proposals, and supports marketing activities as needed (client receptions, meetings, business trips, events, etc.)
• Ensures coverage in the event of your own absences

Operations Management

• Regularly collects relevant information required for work
• Performs checks, plans and documents his work
• Supports RM/GH in implementing projects and initiatives in close coordination with the Business Management team
• Monitors progress and provides professional suggestions for improvement based on experience, incidents, or observations
• Manages the expense reporting process for RMs/GH

Risk management and controls

• Actively supports risk management (by bolstering the first line of defense), for example in client documentation, by identifying concerns, tracking issues, and escalating matters when uncertainty arises
• Ensures adherence to local regulations and compliance with internal policies and standards (e.g., opening new accounts, issuing payment instructions, reviewing client phone calls, or signing off on matters within their level of authority, etc.) in collaboration with the respective Relationship Manager (RM), General Manager (GH), and Team Business Manager
• 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 accurately, meaningfully, and clearly in the appropriate tool (e.g., CRM, DAS)

Regulatory responsibilities

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

Requirements

• Highly service-oriented and passionate about client support
• Systematic, precise, and conscientious working style and the ability to work under pressure