Assistant Relationship Manager

Tasks

• Supports one or more Relationship Managers (RM)/Group Heads (GH) in daily operations, administration, 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
• 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 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

Business Management

• Regularly collects relevant information necessary for the work
• Performs checks, plans and documents his/her work
• Assists RM/GH in implementing projects and initiatives in close coordination with the Team Business Managers
• Provides professional suggestions for improvements based on experience, incidents, or observations.
• Manages the expense reporting process for RMs/GH

Risk management and controls

• Actively assists with risk management (supporting the first line of defense), e.g., with client documentation, by identifying concerns, tracking issues, and escalating in cases of uncertainty.
• 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 his or her area of authority, etc.) in collaboration with the respective Relationship Manager, General Manager, and Team Business Manager
• Ensures that outstanding issues and escalated defects are resolved in a timely manner
• Ensures appropriate, ethical, and compliant behavior within his or her area of responsibility
• Ensures that client interactions and client orders are documented accurately, meaningfully, and clearly in the appropriate tool (e.g., CRM, DAMS)

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
• Personal