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 calendars of RMs/GH, preparing for client meetings, organizing business trips, and following up on client calls, meetings, or trips
• Compilation of presentations, support in the preparation of investment proposals and marketing activities
• Ensuring coverage during absences

Business Management

The ARM:

• regularly collects information relevant to the work
• conducts reviews, plans and documents his work
• assists RMs/GH in implementing projects and initiatives
• offers professional suggestions for improvements
• manages the expense reimbursement process for RMs/GH

Risk management and controls

The ARM:

• 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 behavior within his area of responsibility
• ensures accurate and clear documentation of client interactions

Regulatory responsibilities

The ARM:

• demonstrates appropriate values and behavior
• demonstrates honesty, integrity, diligence, and fairness

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
• systematic, proactive, and able to work under pressure
• demonstrate personal integrity and ethical behavior

Professional and technical skills

The ARM should:

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

We offer

No information available.