Assistant Relationship Manager

Job description: Assistant Relationship Manager

Tasks

• Support Relationship Managers (RM)/ Team Heads (TH) in daily operations, administration, customer care and relationship management
• Interacting with internal and external stakeholders, providing relevant information to customers and supporting management

Customer administration & management

• Support RMs/TH in customer interactions and all related tasks (systems, processes, files, documents, etc.) with high quality, accuracy and timely responsiveness
• Individualization of customer inquiries (reporting, statistics, mailings, etc.)
• Management of the calendar of RMs/TH, preparation of client meetings, organization of business trips, follow-up of client meetings or business trips for RMs/TH
• Compilation of presentations, support in the preparation of investment proposals and marketing activities (customer receptions, talks, 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, advance planning and documentation of own work
• Supporting RMs/TH in the implementation of projects and initiatives
• Providing professional suggestions for improvements based on experience, incidents or observations
• Management of the expense reimbursement process for RMs/TH

Risk management & controls

• Active support in risk management (first line of defense support), e.g. in customer support, by addressing concerns, following up on issues and escalating when in doubt
• Ensuring compliance with local regulations and compliance with internal policies and standards (e.g. new account openings, payment instructions, review of client meetings or approval at own competence level etc.) in cooperation with the respective RMs and TAs
• 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

• Highly 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

• Sound affinity with the geographic markets covered, 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

We offer

• No specific benefits mentioned