Assistant Relationship Manager

Job description

Tasks

• Supports Relationship Manager(s) (RM) / Group Head(s) (GH) in daily operations, administration, and customer management
• Interacts with internal and external stakeholders, provides relevant information, and supports the RM in implementing customized solutions.
• Serves as a role model in providing the highest quality of service to RMs/GHs

Main tasks

• Supports RMs/GH in customer interactions and all related tasks (systems, processes, files, documents, etc.) with high quality, precision, and timely responsiveness.
• Customizes customer requests (reporting, statistics, mailings, etc.)
• Manages the RM/GH's calendar; prepares client meetings, organizes business trips, completes follow-up work on client calls, client meetings, or business trips for RMs/GHs.
• Creates presentations, assists in the preparation of investment proposals and marketing activities, if necessary (customer 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
• Performs checks, plans and documents his work
• Supports RM/GH in the implementation of projects and initiatives, working closely with the Business Management team
• Provides professional contributions/suggestions for improvements based on experience, incidents, or observations.
• Manages the expense report process for RMs/GH

Risk management and controls

• Actively supports risk management (supports the first line of defense), e.g., in customer documentation, by addressing concerns, tracking issues, and escalating when in doubt.
• Ensures compliance with local regulations and internal guidelines and standards (e.g., new account openings, payment instructions, verification of customer calls or approval at own level of authority, etc.) in cooperation with the respective RM, GH, and Team Business Manager.
• Ensures the timely clarification of pending issues and escalated defects
• Ensures appropriate ethical and compliant behavior in his/her area of responsibility
• Ensures the correct, meaningful, and comprehensible documentation of customer interactions/customer orders in the appropriate tool (e.g., CRM, DAS).

Regulatory responsibilities

• Demonstrates appropriate values and behaviors, including but not limited to standards of honesty and integrity, 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

• Highly service-oriented and passionate about customer service
• Systematic, precise, and conscientious approach to work and the ability to work under pressure
• Personal integrity and ethical behavior

Professional and technical skills

• Adequate understanding of relevant products and services in private banking
• Basic knowledge of global financial markets and current developments in the industry
• Solid affinity with the geographic markets covered, i.e. familiar with the legal and regulatory environment and cultural awareness

Regulatory

• Representatives under MAS SFA and/or FAA