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 calendar of the Relationship Manager / Group Head, preparing for client meetings, organizing business trips, and following up on client calls, meetings, or business trips
• Compilation of presentations, support in the preparation of 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
• assists the Relationship Manager / Group Head in implementing projects and initiatives
• provides professional suggestions for improvements based on experience, past incidents, or observations
• manages the expense reimbursement process for the Relationship Manager / Group Head

Risk management and controls

The Assistant Relationship Manager:

• actively assists with risk management (supporting the first line of defense)
• ensures compliance with local regulations and internal guidelines and standards
• ensures the timely clarification of open issues and escalated defects
• 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 Assistant Relationship Manager:

• 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 Assistant Relationship Manager should:

• be open, approachable, and genuine
• always communicate competently and professionally
• Be highly service-oriented and passionate about client care.
• work systematically, precisely, and conscientiously, and perform well under pressure
• demonstrate personal integrity and ethical behavior

Professional and technical skills

The Assistant Relationship Manager should:

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