Assistant Relationship Manager

Tasks

• Assists the Relationship Manager (RM) / Group Head (GH) with day-to-day operations, administrative tasks, and client management
• Interacts with internal and external stakeholders, provides customers with relevant information, and supports the RM in implementing customized solutions
• Sets the standard for the best service quality for the RMs/Heads
• Provides high-quality, precise, and timely support to the RM/GH in client interactions and all related tasks (systems, processes, files, documents, etc.)
• 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 the RM/GH
• Assists the RM/GH in supporting investment proposals and marketing activities as needed (client receptions, meetings, business trips, events, etc.)
• Ensures coverage in your absence

Business Management

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

Risk management and controls

• Actively assists with risk management (supporting the first line of defense), e.g., in client documentation, by identifying concerns, tracking issues, and escalating uncertainties
• 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 area of responsibility, etc.) in collaboration with the respective Relationship Manager, General Manager, and Team Business Manager
• Ensures timely clarification of outstanding issues and escalated defects
• Ensures appropriate and ethical conduct within their area of responsibility
• Ensures that client interactions and client orders are documented accurately, clearly, and comprehensively in the appropriate tool (e.g., CRM, DIAS)

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

• Competent and professional communication
• Strong commitment to service and a passion for client service
• A systematic, precise, and conscientious work style, and the ability to work under pressure
• Personal