Assistant Relationship Manager

Tasks

• Supports the RM/CFH in customer acquisition and all related tasks (systems, processes, files, documents, etc.) by providing high-quality service and strictly adhering to deadlines.
• Helps customers fill out required forms and letters, answers questions, and signs documents on the spot.
• Manages communication with the RM/CFH, prepares for client meetings, organizes business trips, handles the preparation and follow-up for new cases, the client review process, and the RM's succession planning.
• Handles procedures and inquiries related to the preparation of investment proposals and/or marketing activities for newly acquired clients, existing clients, and prospects.
• Gather feedback and anticipate potential customer intentions.
• Regularly collect and consolidate relevant information needed for the ARM.
• Summarizes reviews, plans, and prepares review documents for the ARM.
• Provides professional suggestions for improvement based on experience, social trends, or innovations.
• Wait for the workstation for RM/CH.
• Acts as a supporting component of the RM.
• Serves as the direct point of contact for contacts/branches.
• Maintains an active dialogue with the client's key personnel to efficiently coordinate procedures and activities.
• Initiates and supports risk objectives independently of RM.
• Ensures compliance with risk regulations and adheres to internal guidelines and standards in day-to-day operations (AML regulations, investment restrictions, investment limits, as well as: daily and once a year, or in consultation with the respective team, SO, or Risk Business Manager).
• Focuses on the timely identification of pending plans and locked accounts.
• Reviews client positions, adjusts the portfolio to meet client needs as necessary, and ensures proper implementation.
• Ensures that customer interactions and product orders are documented correctly, clearly, and comprehensively in the appropriate tool (e.g., CRM DANA).

Requirements

• A basic understanding of global financial markets and current industry trends.
• Understanding the key elements of corporate strategies and aligning with the team's strategy.
• Compliance with applicable laws and regulations related to risks (limited to clients and business activities relevant to the employee’s role), i.e., the Code of Conduct and anti-money laundering, FATCA, management of conflicts of interest, and industry best practices, such as acting in the best interests of clients, managing conflicts of interest, and industry best practices.