Assistant Relationship Manager

Tasks

The duties of the Assistant Relationship Manager include:

• Supporting the Relationship Manager and Group Head in daily operations, customer service, and relationship management
• Analyzing customer cases with the relationship manager in order to provide expert recommendations
• Monitoring and implementation of customer inquiries
• Providing information and support to the relationship manager in implementing customized solutions

Client Administration & Management

The tasks in this area include:

• Supporting the Relationship Manager and Group Head in customer interactions and all related tasks
• Coordination of customer inquiries
• Maintenance of the calendar of the Relationship Manager and Group Head
• Preparation and support in the creation of proposals and marketing activities
• Ensuring coverage during absence

Business Management

The tasks in this area include:

• Regular collection and exchange of relevant information
• Organization and updating in an efficient and compliant manner
• Supporting the Relationship Manager and Group Head in implementing investment ideas
• Provision of professional input and updates on customer cases
• Administration of the expense reporting process
• Management of upstream and downstream administrative tasks

Regulatory Responsibilities & Risk Management & Controls

The tasks in this area include:

• Active support in risk management (first line of defense)
• Ensuring compliance with local laws and internal policies and standards
• Ensuring the timely clarification of open issues and escalated defects
• Ensuring that processes are appropriate, effective, and efficient in order to achieve a high degree of accuracy

Your profile

The requirements for the Assistant Relationship Manager are:

• Customer-oriented and good interpersonal and communication skills
• Ability to communicate verbally and in writing with customers in the customer's native language
• High self-motivation, positive and results-oriented attitude
• Understanding of execution and back-office processes as well as legal and compliance procedures
• Good and fast learning ability
• Proactive performance with attention to detail
• Friendly, trustworthy, and discreet personality with a high degree of discretion

We offer

Unfortunately, no information about the offer is available.