Assistant Relationship Manager

Tasks

The Assistant Relationship Manager (ARM) supports the Relationship Manager (RM) and Group Head (GH) in daily operations, administration, customer service, and relationship management. Responsibilities include:

• Supporting the RM/GH in customer interaction and all related tasks
• Customization of customer inquiries (reporting, statistics, mailings, etc.)
• Managing the RM/GH calendar to prepare for client meetings and organize business trips
• Preparation of presentations, support in the preparation of investment proposals and marketing activities
• Ensuring coverage during absence

Business Management

The ARM is responsible for:

• Regular collection and exchange of relevant information
• Organizing your own work to be efficient and compliant
• Conducting reviews, preparing and documenting work
• Supporting the RM/GH in the implementation of projects and initiatives
• Provision of professional input and suggestions for improvements

Regulatory Responsibilities / Risk Management & Controls

The ARM is responsible for:

• Active support in risk management (first line of defense)
• Ensuring compliance with local regulations and internal guidelines and standards
• Prompt clarification of outstanding tasks and escalated defects
• Ensuring appropriate ethical and compliant behavior

Requirements

The ideal candidate will have:

• Customer focus and good interpersonal and communication skills
• Ability to communicate verbally and in writing with customers in their native language
• High self-motivation, positivity, and proactive attitude
• Understanding of execution and back-office functions as well as legal and compliance-related procedures
• Ability to prioritize and work under pressure
• Good and independent learning ability
• Team-oriented personality with attention to detail

We offer

The position offers:

• Challenging and varied work in a dynamic environment