Assistant Relationship Manager

Tasks

The Assistant Relationship Manager supports one or more Relationship Managers/Group Heads in daily operations, administration, and client management. Responsibilities include:

• Supporting relationship managers in client interactions and all related tasks
• Customization of client requests (reporting, statistics, mailings, etc.)
• Managing the Relationship Manager's calendar, preparing for 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 in your own absence

Risk management and controls

The Assistant Relationship Manager actively supports risk management (first line of defense) by:

• Raise concerns, track issues, and escalate when in doubt
• Ensures compliance with local regulations and internal policies and standards
• Ensures that outstanding issues and escalated defects are resolved in a timely manner
• Ensures that ethical and compliant behavior is demonstrated within their area of responsibility

Regulatory responsibilities

The Assistant Relationship Manager must:

• Demonstrate appropriate values and behaviors, including honesty, integrity, diligence, and fairness
• Manage conflicts of interest and continuously develop one's skills and knowledge

Requirements

The Assistant Relationship Manager should:

• Be open, approachable, and interested in people and process improvements
• Always communicate competently and professionally
• Be highly service-oriented and passionate about client service
• Work systematically, precisely, and conscientiously, and be able to perform well under pressure
• Demonstrate personal integrity and ethical behavior

Professional and technical skills

The Assistant Relationship Manager should:

• Have a solid understanding of relevant products and services in private banking
• Have a basic understanding of global financial markets and current industry trends
• Have a strong understanding of the geographic market, i.e., be familiar with the legal and regulatory environment and possess cultural sensitivity

We offer

No information available.