Assistant Relationship Manager

Job description

The Assistant Relationship Manager (ARM) supports one or more Relationship Managers (RM) or Group Heads (GH) with day-to-day operations, administration, and client management. The ARM interacts with internal and external stakeholders, provides clients with relevant information, and supports the RM in implementing initiatives.

Tasks

• Supports RMs/GH in client interactions and all related tasks (systems, processes, files, documents, etc.) with high quality, precision, and prompt responsiveness
• Customizes client requests (reporting, statistics, mailings, etc.)
• Manages the RM/GH's calendar, prepares client meetings, organizes business trips, and handles follow-up work related to client calls, client meetings, or business trips for RMs/GHs.
• Creates presentations, assists with the preparation of investment proposals, and supports marketing activities (client meetings, business trips, events, etc.)
• Ensures coverage in the event of your own absences

management

• Regularly collects relevant information necessary for the work
• Performs checks, plans and documents his work
• Assists 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 RMs/GH

Risk management and controls

• Actively assists with risk management (supporting the first line of defense), e.g., with client documentation, by identifying concerns, tracking issues, and escalating in cases of uncertainty.
• Ensures adherence to local regulations and compliance with 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 authority, etc.) in collaboration with the respective Relationship Managers (RMs), General Managers (GMs), and Team Business Managers
• Ensures timely clarification of outstanding issues and escalated defects
• Ensures appropriate ethical and compatible behavior within his area of responsibility
• Ensures accurate, meaningful, and understandable documentation of client interactions/client orders 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, fair treatment (treating customers fairly), conflict management, competence and continuous development, appropriate risk management, and

Requirements

• Ability to connect with colleagues from diverse backgrounds
• Open, approachable and shows genuine interest in people and improving processes
• Always communicate competently and professionally
• Highly service-oriented and passionate about client support
• Working systematically, precisely, and conscientiously, and the ability to work under pressure