Assistant Relationship Manager

Job description: Assistant Relationship Manager

Tasks

• Client Administration & Management
  • Supports the Relationship Manager (RM) and Group Head (GH) in daily administrative tasks, customer service, and relationship management
  • Provides customers with relevant information and supports RM in implementing customized solutions
  • Manages the RM/GH's calendar to prepare for customer meetings, organizes business trips, and completes follow-up work after customer calls, meetings, or business trips.
  • Creates presentations, assists in the development of investment proposals and marketing activities
  • Ensures representation in your own absence
• Business Management
  • Collects and regularly exchanges relevant information required for the work
  • Organizes him/herself efficiently and compliantly and ensures that the supervisor is informed promptly and appropriately
  • Performs checks, prints, and documents his work
  • Supports the RM/GH in the implementation of projects and initiatives
  • Provides professional input and suggestions for improvements
  • Manages the expense reporting process for RM/GH
  • Provides ongoing administrative support:
    • Processes customer transfers, executes securities, funds, bonds, money market / foreign exchange transactions
    • Handles customer queries and resolves them where possible
    • Manages appointment calendars, books customer meetings, assists with event preparation
• Regulatory Responsibilities / Risk Management & Controls
  • Actively contributes to risk management (supports the first line of defense)
  • Ensures compliance with local regulations and internal policies and standards
  • Ensures that pending, escalated, and elevated defects are resolved in a timely manner
  • Ensures that appropriate ethical and correct behavior is guaranteed within his area of responsibility.
  • Ensures that customer interactions/customer orders are documented correctly, meaningfully, and comprehensibly.

Requirements

• Personal and social
  • Customer-oriented and good interpersonal and communication skills
  • Ability to communicate verbally and in writing with customers in the customer's native language
  • High level of self-motivation, positive and proactive attitude
  • Understanding of execution and back office processes as well as legal and compliance procedures
  • Ability to prioritize and work under pressure
  • Good and independent learning ability
  • Team-oriented personality (team player) with attention to detail
  • Excellent adaptability to different situations
• • In-depth knowledge of the geographic market(s), i.e., familiar with the legal and regulatory environment and culturally sensitive
  • Good understanding of relevant products and services in private banking
  • Basic knowledge of global financial markets and current developments in the industry
  • Proven experience in supporting banking clients with complex needs
  • A good university degree in finance, economics, or a related subject
  • At least 3 years of experience as an Assistant Relationship Manager in private banking