Assistant Relationship Manager

About the job

The Assistant Relationship Manager supports one or more Relationship Managers (RM) or Group Heads (GH) in day-to-day operations, administration, client care, and relationship management. The Assistant Relationship Manager interacts with internal and external stakeholders, provides clients with relevant information, and assists with client administration and management.

Tasks

• Assists RMs/GH with client interactions and all related tasks (systems, processes, files, documents, etc.) with a high level of quality, precision, and responsiveness.
• Customizes customer inquiries (reports, statistics, mailings, etc.).
• Manages the RM/GH’s calendar, prepares for client meetings, organizes business trips, and handles the follow-up work related to client calls, meetings, or trips for RMs/GHs.
• Creates presentations, assists with the preparation of investment proposals, and supports marketing activities as needed (client meetings, business trips, events, etc.).
• Covers for you when you are away.

Business tasks

• Regularly gather relevant information needed for the job.
• Organizes itself in an efficient and compliant manner and ensures that the supervisor is informed in a timely and appropriate manner.
• Conducts inspections, plans ahead, and keeps detailed records of their work.
• Assists RMs/GH in implementing projects and initiatives.
• Provides professional suggestions for improvements based on experience, incidents, or observations.
• Manages the expense reporting process for RMs/GH.

Risk Management and Control

• Actively supports risk management (by reinforcing the first line of defense), for example, in client documentation, by identifying concerns, tracking issues, and escalating uncertainties.
• Ensures compliance with local regulations and internal policies and standards (e.g., opening new accounts, processing payment instructions, reviewing customer calls, or signing off on matters within their authority, etc.) in collaboration with the respective relationship managers (RMs) and general managers (GMs).
• Ensures that outstanding issues and escalated defects are addressed in a timely manner.
• Ensures that ethical and compliant behavior is demonstrated within their area of responsibility.
• Ensure that the documentation of customer interactions and orders in the relevant tool (e.g., CRM, DIAS) is accurate, meaningful, and clear.

Requirements

• Very service-oriented and passionate about customer service.
• Always communicates in a friendly, knowledgeable, and professional manner.
• Open, approachable, and genuinely interested in people and in improving processes.
• Systematic, precise, and conscientious, with the ability to work under pressure.
• Personal integrity and ethical conduct.

Professional skills

• Strong familiarity with the geographic markets covered, i.e., familiar with the