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
• Supports:
  • Customer administration and management
  • business administration
  • Risk management and controls

Customer administration & management

• Supports RM/GH in customer interactions and 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
• Compiles presentations, assists in the development of investment proposals and marketing activities (customer reception, meetings, business trips, events, etc.)
• Ensures representation in your own absence

business administration

• Collects and regularly exchanges relevant information that is necessary for the work
• Organizes themselves in an efficient and compliant manner and ensures that their supervisor is informed in a timely and appropriate manner.
• Performs checks, plans ahead, 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 in risk management (supporting the first line of defense), e.g., in customer support, by raising concerns, following up on 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 prompt clarification of pending issues and escalated defects
• Ensures appropriate ethical and compliant behavior in his/her area of responsibility
• Ensures correct, meaningful and comprehensible documentation of customer interactions/customer orders in the corresponding tool (e.g. CRM, DIAS)

Requirements

• Highly 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 market(s), 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 the 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 customer service