Assistant Relationship Manager

Tasks

The Assistant Relationship Manager (ARM) supports one or more Relationship Managers (RM) / Group Heads (GH) in daily operations, administration, and client management. Responsibilities include:

• Supporting RMs/GH in client interactions and all related tasks
• Customization of client requests (reporting, statistics, mailings, etc.)
• Managing the RM/GH calendar, preparing for client meetings, organizing business trips, and following up on client calls, meetings, or trips
• Creating presentations, assisting with the preparation of investment proposals, and supporting marketing activities
• Ensuring coverage in your own absence

Business Management

The ARM:

• regularly collects information relevant to the work
• conducts reviews, plans, and documents their work
• assists RM/GH in implementing projects and initiatives
• provides professional suggestions for improvements based on experience, past incidents, or observations
• manages the expense reimbursement process for RMs/GH

Risk management and controls

The ARM:

• actively assists with risk management (supporting the first line of defense)
• ensures compliance with local regulations and internal guidelines and standards
• ensures that outstanding issues 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, clearly, and comprehensively

Regulatory responsibilities

The ARM:

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

Requirements

The ARM should:

• be a natural team player
• have the ability to connect with colleagues from diverse backgrounds
• 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 conscientiously, and perform well under pressure
• demonstrate personal integrity and ethical behavior

Professional and technical skills

The ARM should:

• have a good understanding of relevant products and services in private banking
• have a basic understanding of global financial markets and current industry trends
• have a strong understanding of the geographic market, i.e., be familiar with the legal and regulatory environment and possess cultural sensitivity