Assistant Relationship Manager

Job description: Assistant Relationship Manager

Tasks

• Support Relationship Managers (RM) / Group Heads (GH) in daily operations, administration, customer care and relationship management
• Interaction with internal and external stakeholders, provision of relevant information for customers
• Client administration and management:
  • Support for customer interactions and related tasks (systems, processes, files, documents, etc.) with high quality, precision and timely responsiveness
  • Individualization of customer inquiries (reporting, statistics, mailings, etc.)
  • Managing the RM/GH calendar; preparing for client meetings, organizing business trips, following up on client meetings or business trips for RM/GH
  • Compilation of presentations, support in the preparation of investment proposals and marketing activities (customer reception, talks, business trips, events, etc.)
  • Ensuring representation in the event of absence
• Business administration:
  • Regular collection and exchange of relevant information
  • Organizing oneself in an efficient and compliant manner and ensuring that superiors are informed in a timely and appropriate manner
  • Conducting reviews, planning ahead, and documenting one's own work
  • Supporting RM/GH in the implementation of projects and initiatives
  • Making suggestions for improvements based on experiences, incidents, or observations
  • Administration of the expense reimbursement process for RM/GH
• Risk management and controls:
  • Active support in risk management (support for the first line of defense), e.g., in client documentation, by addressing concerns, tracking issues, and escalating doubts
  • Ensuring compliance with local regulations and internal guidelines and standards (e.g., opening new accounts, payment instructions, reviewing customer conversations, or approving at your own level of authority, etc.) in cooperation with the respective RM and GH
  • Ensuring the timely clarification of pending issues and escalated defects
  • Ensuring appropriate ethical and compliant behavior in his area of responsibility
  • Ensuring correct, meaningful and comprehensible documentation of customer interactions/customer orders in the relevant tool (e.g. CRM, DIAS)

Requirements

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

Technical requirements

• Strong affinity for the geographic market(s), i.e., familiar with the legal and regulatory environment and culturally aware
• 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 field
• At least 5 years of relevant experience in client support in private banking
• Understanding of execution and back office processes as well as legal and compliance procedures
• Successful experience in the Bet