Assistant Relationship Manager

Tasks

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

• Supporting RMs/GHs in client interactions and all related tasks
• Customization of client requests (reporting, statistics, mailings, etc.)
• Managing the calendar of RMs/GH, 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 the RMs/GH in implementing projects and initiatives in close coordination with the Business Manager team
• provides professional suggestions for improvements based on experience, incidents, or observations
• Manages the expense report process for RMs/GH

Risk management and controls

The ARM:

• actively assists with risk management (first line of defense), e.g., in client documentation, by raising concerns, tracking issues, and escalating uncertainties
• ensures compliance with local regulations and internal guidelines and standards
• ensures the timely clarification of open 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 in the appropriate tools.

Regulatory responsibilities

The ARM:

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

Requirements

The ARM should:

• have the ability to connect with colleagues from different backgrounds
• Be open, approachable, and genuine, and show a genuine interest in people and process improvements.
• always communicate competently and professionally
• have a service-oriented and proactive attitude and solutions
• A systematic, precise, and conscientious approach to work and the ability to work under pressure
• demonstrate personal integrity and ethical behavior

Professional and technical skills

The ARM should:

• have an adequate understanding of relevant products and services in private banking
• have a fundamental understanding of global financial markets and current developments in the industry
• one