Assistant Relationship Manager

Job description: Assistant Relationship Manager

Tasks

• Supporting relationship managers (RM) and group heads (GH) in daily operations, administration, customer service, and relationship management
• Interaction with internal and external stakeholders, provision of relevant information for customers

Client Administration & Management

• Supporting RMs/GH in customer interactions and all related tasks (systems, processes, files, documents, etc.) with high quality, precision, and timely responsiveness
• Individualization of customer inquiries (reporting, statistics, mailings, etc.)
• Managing the calendar of RMs/GH; preparing customer meetings, organizing business trips, following up on customer meetings or business trips for RMs/GH
• Compilation of presentations, support in the preparation of investment proposals and marketing activities (customer reception, talks, business trips, events, etc.)
• Ensuring coverage in your own absence

Business Management

• Regular collection and exchange of relevant information required for the work
• Organizing oneself in an efficient and compliant manner and ensuring that superiors are informed in a timely and appropriate manner
• Carrying out reviews, planning in advance and documenting your own work
• Supporting RMs/GH in the implementation of projects and initiatives
• Providing professional suggestions for improvements based on experience, incidents or observations
• Administration of the expense reimbursement process for RMs/GH

Risk Management & Controls

• Active support in risk management (first line of defense support), e.g. in customer support, by addressing concerns, following up on issues and escalating when in doubt
• Ensuring compliance with local regulations and internal guidelines and standards (e.g., opening new accounts, payment instructions, reviewing customer conversations, or approving decisions at your own level of authority, etc.) in cooperation with the respective RMs and GH
• Ensuring the timely clarification of pending issues and escalated defects
• Ensuring appropriate ethical and compliant behavior in his area of responsibility
• Ensuring correct, meaningful and comprehensible documentation of customer interactions/customer orders in the relevant tools (e.g. CRM, DIAS)

Requirements

Personal characteristics

• Highly service-oriented and passionate about customer care
• Always friendly, competent and professional in communication
• Open, approachable and shows genuine interest in people and improving processes
• Systematic, precise and meticulous in the way you work and the ability to work under pressure
• Personal integrity and ethical behavior

Professional skills

• Good knowledge of the geographical market(s), i.e. familiar with the legal and regulatory environment and cultural awareness
• Good understanding of relevant products and services in private banking
• Basic knowledge of the global financial markets and current developments in the industry

Education and experience

• A good university degree in finance, economics or a related subject
• At least 5 years of relevant experience in client support in private banking
• Understanding of execution and back office processes as well as legal and compliance procedures
• Successful experience in supporting banking clients with complex needs (onboarding new clients, maintaining and expanding existing relationships)

We offer