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 relationship managers in client interactions and all related tasks
• Customization of client requests (reporting, statistics, mailings, etc.)
• Managing the Relationship Manager's calendar, preparing for client meetings, organizing business trips, and following up on client calls, meetings, or business trips
• Assisting the Relationship Manager with investment proposals and marketing activities
• Ensuring coverage in your own absence

management

The Assistant Relationship Manager:

• regularly collects information relevant to the work
• conducts reviews, plans and documents his work
• Supports the Relationship Manager in implementing projects and initiatives
• offers professional suggestions for improvements
• Manages the expense reimbursement process for the relationship manager

Risk management and controls

The Assistant Relationship Manager:

• actively supports risk management (first line of defense)
• ensures adherence to local regulations and compliance with internal policies and standards
• ensures the timely clarification of open issues and escalated defects
• ensures appropriate ethical and compliant conduct within his or her area of responsibility
• ensures that client interactions are documented accurately and clearly

Regulatory responsibilities

The Assistant Relationship Manager:

• demonstrates appropriate values and behavior
• demonstrates honesty and integrity
• exercises due care and diligence
• displays fair behavior (customer-friendly)
• demonstrates expertise and continuous development

Requirements

The Assistant Relationship Manager should:

• Be open, approachable, and interested in people and processes
• always communicate competently and professionally
• Be highly service-oriented and passionate about client service
• Work systematically, precisely, and skillfully, and be able to work under pressure
• demonstrate personal integrity and ethical behavior

Professional and technical skills

The Assistant Relationship Manager should:

• have adequate knowledge of relevant private banking products and services
• have a fundamental understanding of global financial markets and current developments in the industry
• have a strong affinity for the geographic market

We offer

No information available.