Assistant Relationship Manager

Client Administration and Management

• Supports RMs/GR in client interactions and advertising-related tasks (systems, processes, files, documents, etc.) while maintaining high-quality standards and ensuring timely responses
• Customizes client requests (reports, statistics, meetings, etc.)
• Manages the RMs/GRs' calendars, prepares travel itineraries, organizes business trips, completes expense reports, and ensures efficient task management
• Prepares presentations and assists in drafting investment proposals and in marketing activities related to selected client meetings, roadshows, business trips, etc.
• Ensures coverage in the event of an absence

Business Management

• Regularly collects and shares relevant information necessary for the job
• Conducts reviews, runs tests, and ensures that documentation aligns with the views
• Supports RMs/GR in the implementation of projects and activities in close coordination with the Team Business Manager
• Prepares and attends annual meetings for key clients and attends relevant team meetings.
• Participating in processes such as those related to implementation based on experience, incident occurrence, or observation
• Monitors the external client forums for RMs/GR

Risk Management and Controls

• Assists RRs in managing client accounts (for a few teams):
• Ensures adherence to client regulations and compliance with internal policies and standards (e.g., anti-corruption, payment instructions, obtaining a group sign-off from the counterparty, as well as verification of timing and changes within the responsible relationship manager’s scope), and that formal backup procedures are followed
• Assumes responsibility for key clients to ensure compliance with professional and regulatory standards
• Exercises appropriate authority and handles complaints in accordance with our responsibilities
• Ensures that the product, activity, or order is documented correctly, meaningfully, and clearly in the corresponding task (CRM (DMS))

Personal and Social Skills

• A natural-born closer
• Ability to connect with colleagues from diverse backgrounds
• Open, approachable, and shows a genuine interest in people and in improving processes
• Always communicates in a considerate and professional manner
• Highly presentation-oriented with strong presentation skills
• A trustworthy, precise, and diligent work ethic, along with the ability to perform well under pressure
• A proactive mindset and client focus

Professional and Technical Skills

• A thorough understanding of relevant products and services in private banking
• Basic knowledge of current financial markets and current industry trends
• Aware of and alert to potential opportunities and risks—familiar with the business and regulatory environment as well as cultural sensitivities

Education

• Postgraduate-level or postgraduate-certified work experience and/or postgraduate studies.