Assistant Relationship Manager

Job description: Assistant Relationship Manager

Tasks

• Supports Relationship Managers (RM)/Group Heads (GH) in daily operations, administration, customer service, and relationship management
• Interacts with internal and external stakeholders, provides customers with relevant information

Client Administration & Management

• Supports RM/GH in customer interactions and all related tasks (systems, processes, files, documents, etc.) with high quality, precision, and timely responsiveness.
• Customizes customer requests (reporting, statistics, mailings, etc.)
• Manages RM/GH's calendar; prepares client meetings, organizes business trips, completes follow-up work on client calls, client meetings, or business trips for RM/GH
• Creates presentations, assists in the preparation of investment proposals and marketing activities (customer reception, meetings, business trips, events, etc.)
• Secures the cover in your own absence

Business Management

• Collects and regularly exchanges relevant information that is necessary for the work
• Organizes him/herself in an efficient and compliant manner and ensures that the supervisor is informed in a timely and appropriate manner
• Carries out checks, plans in advance and documents his work at all times
• Supports RM/GH in the implementation of projects and initiatives
• Provides professional suggestions for improvement based on experience, incidents or observations
• Manages the expense report process for RM/GH

Risk Management & Controls

• Actively assists with risk management (first line of defense support), e.g. customer documentation, by raising concerns, tracking issues and escalating when in doubt
• Ensures compliance with local regulations and internal guidelines and standards (e.g., new account openings, payment instructions, verification of customer calls or approval at own level of authority, etc.) in cooperation with the respective RM and GH.
• Ensures that pending issues are clarified promptly and deficiencies are escalated
• Ensures that appropriate ethical and compliant behavior prevails within his area of responsibility
• Ensures that customer interactions/customer orders are documented correctly, meaningfully, and comprehensibly in the appropriate tool (e.g., CRM, DIAS).

Requirements

• Very service-oriented and passionate about customer care
• Always communicates in a friendly, competent and professional manner
• Open, approachable and shows genuine interest in people and improving processes
• Systematic, precise, and meticulous approach to work and ability to work under pressure
• Personal integrity and ethical behavior

Professional skills

• Solid affinity with the geographic markets covered, i.e. familiar with the legal and regulatory environment and cultural awareness
• Good understanding of relevant products and services in private banking
• Basic knowledge of global financial markets and current developments in the industry

Education and experience

• A good university degree in finance, economics or a related subject
• At least 5 years of relevant experience in client support in private banking
• Understands execution and back office processes as well as legal and compliance procedures
• Successful experience in serving bank customers with complex needs (onboarding new customers, maintaining and expanding existing relationships)

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