Assistant Relationship Manager

Tasks

The Assistant Relationship Manager (ARM) supports one or more Relationship Managers (RM) / Group Heads (GH) in daily operations, administration, and client management. Responsibilities include:

• Supporting RMs/GHs in client interaction and all related tasks
• Customization of client requests (reporting, statistics, mailings, etc.)
• Managing the calendars of RMs/GHs, preparing client meetings, organizing business trips, and following up on client calls, meetings, or business trips
• Compilation of presentations, support in the preparation of investment proposals and marketing activities
• Ensuring coverage during your own absences

management

The ARM:

• regularly collects information relevant to the work
• conducts reviews, plans and documents his work
• Supports RMs/GHs in the implementation of projects and initiatives
• provides professional suggestions for improvements based on experience, incidents, or observations
• Manages the expense reporting process for RMs/GHs

Risk management and controls

The ARM:

• actively assists with risk management (first line of defense), e.g., with client documentation, by raising concerns, following up on issues, and escalating in cases of uncertainty
• ensures compliance with local regulations and internal guidelines and standards
• ensures the timely clarification of outstanding issues and escalated defects
• ensures appropriate ethical and compatible behavior within his area of responsibility
• Ensures accurate, meaningful, and understandable documentation of client interactions/client orders.

Regulatory responsibilities

The ARM:

• Demonstrates appropriate values and behaviors, including standards of honesty and integrity, diligence and conscientiousness, fair dealing (treating customers fairly), conflict management, competence and continuous development, appropriate risk management, and compliance with applicable laws and resolutions.

Requirements

The ARM should:

• have the ability to connect with colleagues from diverse backgrounds
• Be open, approachable, and genuinely interested in people and process improvements.
• always communicate competently and professionally
• Be highly service-oriented and passionate about client service
• have a systematic, precise, and conscientious work style and the ability to work under pressure
• demonstrate personal integrity and ethical behavior

Professional and technical skills

The ARM should:

• have adequate knowledge of relevant private banking products and services
• have a fundamental understanding of global financial markets and current developments in the industry
• have a solid affinity with the geographical market, i.e., be familiar with the legal and regulatory environment, and