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/GHs in client interaction and all related tasks
• Customization of client requests (reporting, statistics, mailings, etc.)
• Managing the schedules of RMs/GHs, 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 absence

management

The ARM:

• regularly collects information relevant to the work
• conducts reviews, plans and documents his work
• Supports RMs/GHs in the implementation of projects and initiatives
• provides professional suggestions for improvements based on experience, past incidents, or observations
• Manages the expense reporting process for RMs/GHs

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 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 ARM:

• demonstrates appropriate values and behaviors, including, but not limited to, standards of honesty and integrity, diligence and conscientiousness, 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:

• have the ability to connect with colleagues from diverse backgrounds
• be open, approachable, and genuine
• always communicate competently and professionally
• be highly service-oriented and passionate about client service
• have a systematic, precise, and conscientious approach to work and the ability to work under pressure
• demonstrate personal integrity and ethical behavior

Professional and technical skills

The ARM should:

• have adequate knowledge 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 geographic market, i.e., be familiar with the legal and regulatory environment and possess cultural sensitivity