Assistant Relationship Manager

Job description: Assistant Relationship Manager

Tasks

• Supporting Relationship Managers (RM) and Team Heads (TH) with day-to-day operations, administration, client servicing and relationship management
• Interaction with internal and external stakeholders, provision of relevant information for customers

Client Administration & 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.)
• Management of the RM/TH calendar, preparation of customer meetings, organization of business trips, follow-up of customer meetings or business trips
• Preparation of presentations, support in the preparation of investment proposals and marketing activities
• Ensuring representation in the event of absence

Business Management

• Regular collection and exchange of relevant information
• Organization and self-management in an efficient and compliant manner
• Conducting reviews, planning and documenting the work
• Support in the implementation of projects and initiatives
• Creation of proposals for improvements based on experience
• Management of the expense reimbursement process for RM/TH

Risk Management & Controls

• Active support in risk management (support for the first line of defense)
• Ensuring compliance with local regulations and internal guidelines
• Ensuring the timely clarification of open issues and escalated defects
• Ensuring appropriate ethical and compliant behavior
• Correct, meaningful and comprehensible documentation of customer interactions

Requirements

• High level of service orientation and passion for customer care
• Friendly, competent and professional communication
• Openness, accessibility and genuine interest in people and process improvements
• Systematic, precise and careful way of working under pressure
• Personal integrity and ethical behavior

Professional skills

• Sound knowledge of the geographical market
• Good understanding of relevant products and services in private banking
• Basic knowledge of global financial markets and current developments

We offer

- No specific benefits mentioned

How to apply?

- Application via the online application tool