Assistant Relationship Manager

Job description: Assistant Relationship Manager

Tasks

• Supporting Relationship Managers (RM)/ Team Heads (TH) with day-to-day operations, administration, customer care and relationship management
• Interact with internal and external stakeholders, provide relevant information to clients and support RM in implementing customized solutions

Your area of responsibility

Client Administration & Management

• Support RMs/THs in customer interactions and all related tasks (systems, processes, files, documents, etc.) with high quality, accuracy and timely responsiveness
• Customization of customer inquiries (reporting, statistics, mailings, etc.)
• Management of RMs/THs' calendars, preparation of client meetings, organization of business trips, follow-up of client meetings or business trips for RMs/THs
• Preparation of presentations, support in the preparation of investment proposals and marketing activities (customer receptions, 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
• Carrying out reviews, planning in advance and documenting your own work
• Supporting RMs/THs in the implementation of projects and initiatives
• Creation of professional proposals for improvements based on experience, incidents or observations
• Management of the expense reimbursement process for RMs/THs

Risk Management & Controls

• Active support in risk management (first line of defense support), e.g. in customer documentation, by raising concerns, tracking issues and escalating when in doubt
• Ensuring compliance with local regulations and compliance with internal policies and standards (e.g. opening new accounts, payment instructions, review of client meetings or approval at own competence level etc.) in cooperation with the respective RMs and THs
• 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

Skills and characteristics

• Customer orientation and understanding
• Systematic, precise and careful way of working and the ability to work under pressure
• Personal integrity and ethical behavior

Professional skills

• Good knowledge of the relevant geographic market (i.e. familiar with the legal and regulatory environment and cultural sensitivity)
• 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

• Relevant training (banking apprenticeship or equivalent) and professional experience (experience in the financial sector)
• Good language skills (oral and written) depending on specific market requirements
• Proven experience in supporting banking clients with complex needs (onboarding new clients, maintaining and expanding existing relationships)

We offer