Assistant Relationship Manager

Job description

The Assistant Relationship Manager (ARM) supports one or more Relationship Managers (RM) / Group Heads (GH) in day-to-day operations, administration, and client management. The ARM interacts with internal and external stakeholders, provides clients with relevant information, and supports the RM in implementing initiatives.

Tasks

• 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 on 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 meetings, business trips, events, etc.)
• Ensures coverage in the event of your own absences

management

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

Risk management and controls

• Actively helps with risk management (supporting the first line of defense), e.g., with client documentation, by raising concerns, tracking issues, and escalating them when in doubt
• 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 at the appropriate authorization level, etc.) in collaboration with the respective Relationship Managers (RMs), General Managers (GHs), and Team Business Managers
• 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, meaningfully, and clearly 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, fair treatment (treating customers fairly), conflict management, competence and continuous development, appropriate risk management, and

Requirements

• Ability to connect with colleagues from diverse backgrounds
• Open, approachable and shows genuine interest in people and improving processes
• Always communicate competently and professionally
• Highly service-oriented and passionate about client support
• Systematic, precise, and conscientious ar