Assistant Relationship Manager

GENERAL DESCRIPTION

• The Assistant Relationship Manager (ARM) supports one or more Relationship Managers (RM), Group Heads, or the CHRO in sales operations, administration, and business support.
• The ARM deals directly with internal and

YOUR PROFILE

• KEY FEATURES OF THE SOLUTION

CLIENT ADMINISTRATION AND MANAGEMENT

• Supports MRG or RM in the overall administration of all related banking systems, processes, files, and documents
• Manages with high-quality precision and timely implementation
• Customizes client reports related to securities, analytics, and reporting, etc.
• Manages the RRGPM calendar, prepares client meetings, organizes business trips, and processes expenses related to client calls and travel arrangements at museums, hotels, car rental agencies, etc.
• Prepares presentations, arranges the booking of meeting spaces and technical support as needed (client reception, meetings, business trips, etc.)
• Ensures the integrity and confidentiality of NDAs (business/communications)

BUSINESS KNOWLEDGE

• Regularly reviews, plans, and shares relevant information necessary for the job
• Supports RM/MAN in developing policies and initiatives, in close coordination with the Team Business Manager
• Provides professional, rapid proposals for improvements based on experience, collective resources, or observations
• Manages the expense report process for MAN/CH

RISK MANAGEMENT, BUSINESS CONTINUITY, AND COMPLIANCE

• Actively supports integrity checks (facilitating the flow of EDFCues), e.g., in client documentation, by verifying the client’s compliance with internal and external regulatory and compliance requirements for new potential account openings or increased transfers, as well as administrative checks on existing processes, new services, and new accounts
• Ensures that financial transactions related to pending files and their associated deadlines are handled
• Reviews operational plans and works with others to identify risk factors
• Ensures compliance with internal and external regulatory and administrative requirements and client satisfaction in the relevant tax areas in Q, QMU, and DMU

REGULATORY COMPLIANCE

• Demonstration of appropriate values and behaviors (including, but not limited to, details on