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 RM in implementing customized solutions.
• Assists the RM/GH in interacting with customers and handling all related tasks (systems, processes, files, documents, etc.) with a high level of quality, precision, and responsiveness
• Creates customized reports for clients (reports, 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, meetings, or trips for the RM/GH
• Assists the RM/GH in preparing investment proposals and with marketing activities as needed (client meetings, business trips, events, etc.)
• Ensures coverage in your absence

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 supports risk management (by bolstering the first line of defense), for example, in customer documentation, by raising concerns, tracking issues, and escalating matters when uncertainty arises
• Ensures compliance with local regulations and internal policies and standards (e.g., opening new accounts, issuing payment instructions, reviewing customer calls, or signing off on matters within their scope of authority, etc.) in collaboration with the respective Relationship Managers, General Managers, and Team Business Managers
• Ensures timely clarification of outstanding issues and escalated defects
• Ensures appropriate and ethical conduct within their area of responsibility
• Ensures that customer interactions and 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

• Open, approachable and shows genuine interest in people and improving processes
• Always communicate competently and professionally
• Highly service-oriented and passionate about customer service
• Systematic, precise, and skilled in their work, with the ability to work under pressure