Assistant Relationship Manager

Job description: Assistant Relationship Manager

Tasks

• Supporting relationship managers (RMs) and group heads (GHs) in daily operations, administration, customer service, and relationship management
• Interacting with internal and external stakeholders, providing customer-relevant information, and supporting RMs in implementing customized solutions

Main areas of responsibility

Client Administration & Management

• Supporting RMs/GH in customer interactions and all related tasks (systems, processes, files, documents, etc.) with high quality, precision, and responsiveness
• Adaptation of customer requests (reporting, statistics, meetings, etc.)
• Managing the calendar of RMs/GH, preparing customer meetings, organizing business trips, following up on customer meetings or business trips for RMs/GH
• Preparation of presentations, support in the development of investment proposals and marketing activities (customer reception, meetings, business trips, events, etc.)
• Ensuring coverage in your own absence

Business Management

• Regular collection and exchange of relevant information required for the work
• Organizing oneself in an efficient and compliant manner and ensuring that superiors are informed in a timely and appropriate manner
• Conducting reviews of plans in advance and documenting one's own work
• Supporting RMs/GH in the implementation of projects and initiatives
• Providing professional suggestions for improvements based on experience, incidents or observations
• Administration of the expense report process for RMs/GH
• Ongoing administrative support

processes

• Processing of customer order transfers, securities services, funds, bonds, money market/foreign exchange transactions
• Handling customer inquiries and resolving problems, where possible
• Managing appointment calendars, booking customer meetings, assisting with event preparation

Regulatory Responsibilities / Risk Management & Controls

• Active support in risk management (support for the first line of defense), e.g., in customer support, by addressing concerns, tracking issues, and escalating in case of doubt
• Ensuring compliance with local regulations and internal guidelines and standards (e.g., opening new accounts, payment transactions, ensuring that customer information is up to date or within your own area of expertise, etc.) in cooperation with the respective RMs and GH
• Ensuring the timely clarification of pending issues and escalated defects
• Ensuring appropriate and effective control behavior in other areas of responsibility
• Ensuring accurate, meaningful, and understandable documentation of customer interactions/customer orders in the appropriate tools (e.g., CRM, D AIS)

Requirements

Personal and social skills

• Customer-oriented and good interpersonal and communication skills
• Ability to communicate verbally and in writing with customers in their native language, where applicable
• High level of self-motivation, positivity, and a "can-do" and proactive attitude
• Understanding of structures and back-office processes as well as legal and compliance procedures
• Ability to prioritize and work under pressure
• Good and fast learning ability
• Team-oriented personality (team player) with attention to detail
• Excellent interpersonal adaptability (e.g., ability to work with RMs and customers from different backgrounds)