Assistant Relationship Manager

Job description: Assistant Relationship Manager

Tasks

• Support Relationship Managers (RM) and Senior Relationship Managers (SRM) in daily operations, customer care and relationship management
• Interacting with internal and external stakeholders, providing customized solutions and advice to clients

Client Administration & Management

• Support with customer interactions and related tasks (systems, processes, files, documents, etc.) with high quality, precision and timely response
• Individualization of customer inquiries (reporting, statistics, mailings, etc.)
• Management of the RM/GH calendar, preparation of client meetings, organization of business trips, follow-up of client meetings or business trips
• Preparation of presentations, support in the drafting of agreements and marketing activities
• Ensuring representation in the event of absence

Business Management

• Regular collection and exchange of relevant information
• Organizing your own work in an efficient and compliant manner
• Carrying out reviews, planning and documenting your own work
• Support in the implementation of projects and initiatives
• Provision of professional contributions for improvements
• Management of the expense reimbursement process for RM/GH
• Continuous administrative support:
  • Processing of customer order transfers
  • Execution of securities, funds, bonds, money market / foreign exchange transactions
  • Handling customer inquiries and solving problems

Regulatory Responsibilities & Risk Management & Controls

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

Requirements

Personal and social

• Customer-oriented and good communication skills
• Ability to communicate verbally and in writing with customers in the customer's native language
• High level of self-motivation, positive attitude and proactive approach
• Understanding of execution and back office processes as well as legal and compliance procedures
• Ability to prioritize and work under pressure
• Team-oriented personality with attention to detail
• Excellent adaptability to different situations

Professional

• Familiarity with the geographic market
• Good understanding of relevant products and services in private banking
• Basic knowledge of global financial markets and current developments in the industry
• Proven experience in supporting banking clients with complex needs
• Degree in Finance, Economics or a related field
• At least 3 years of experience as an Assistant Relationship Manager in a private banking structure
• Preferably with CMFAS module certification
• Working knowledge of T24, Olympics and TEMOS
• Working knowledge of Microsoft Office applications

We offer