Assistant Relationship Manager

Job description: Assistant Relationship Manager

Tasks

• Supports Relationship Manager (RM) and Group Head (GH) in daily operations, customer care and relationship management
• Interacts with internal and external stakeholders, provides customized solutions to clients and assists in defining investment proposals and marketing activities

Client Administration & Management

• Supports RM/GH in customer interactions and all related tasks (systems, processes, files, documents, etc.) with high quality, accuracy and timely responses
• Customizes customer requests (reporting, statistics, mailings, etc.)
• Manages RM/GH's calendar, prepares client meetings, organizes business trips, completes follow-up of client calls, client meetings or business trips for RM/GH
• Completes presentations, reviews and follows up on and coordinates marketing activities when required (client reception, meetings, business trips, events etc.)
• Secures the cover in the event of your own absence

Business Management

• Collects and regularly exchanges relevant information required for the work
• Organizes self in an efficient and compliant manner and ensures that the information provided is timely and appropriate
• Carries out checks, plans in advance and documents his work at all times
• Supports RM/GH in the implementation of projects and initiatives
• Provides professional input for suggestions for improvement based on experience, incidents or observations
• Manages the expense report process for RM/GH
• Provides ongoing administrative support:
  • Processes client order transfers, executes securities, funds, bonds, MM/FX trading
  • Handles customer queries and resolves them where possible

Assistant Relationship Manager

• Supports the RM in achieving its goals:
  • Identifies opportunities to increase customer share / cross-sales
  • Contacts customers to check satisfaction with service levels and ask about additional needs
• Carries out search requests if necessary

Regulatory Responsibilities & Risk Management & Controls

• Actively assists in risk management (first line of defense support), e.g. customer support, by raising concerns, tracking issues and escalating when in doubt
• Ensures that local regulations and compliance with internal guidelines and standards (e.g. new account openings, payment instructions, review of customer calls or approval at own competence level etc.) are adhered to in cooperation with the respective RM and GH
• Ensures that pending issues and associated deficiencies are resolved in a timely manner
• Ensures that appropriate ethical and compliant behavior is maintained in his/her area of responsibility
• Ensures that correct, meaningful and comprehensible documentation of customer interactions/customer orders is carried out in the relevant tools (e.g. CRM, DAS)
• Demonstrates appropriate values and behaviors, including but not limited to standards of honesty and integrity, reasonable care and diligence, fair treatment (fair treatment of clients), management of conflicts of interest, competence and continuous development, appropriate risk management, and compliance with applicable laws and regulations

Requirements

Personal and social

• Customer-oriented and good interpersonal and communication skills
• Ability to communicate verbally and in writing with clients in the client's native language when required
• High level of self-motivation, positive and has a "can-do" attitude.