Assistant Relationship Manager

Job description

Tasks

• Supports the relationship manager(s) (RM) / group head(s) (GH) in daily operations, administration, and customer management
• Interacts with internal and external stakeholders, provides customers with relevant information, and supports the RM in implementing customized solutions.
• Serves as a role model in providing the highest quality of service for RM/Heads

Client Administration and Management

• Supports the RM/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 the RM/GH.
• Creates presentations, assists in the preparation of investment proposals and marketing activities, if necessary (customer reception, meetings, business trips, events, etc.)
• Ensures coverage in the event of your own absences

Business Management

• Collects and regularly exchanges relevant information required for the work
• Performs checks, plans and documents his/her work
• Supports the RM/GH in the implementation of projects and initiatives, in close coordination with the Business Manager team
• Provides professional input suggestions for improvements based on experience, incidents or observations
• Manages the expense report process for the RM/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, handling customer calls or signing off at one's own level of authority, etc.) in cooperation with the RM, GH, and the team business manager.
• Ensures the timely clarification of pending issues and escalated defects
• Ensures appropriate ethical and compliant behavior within his/her area of responsibility
• Ensures the correct, meaningful, and comprehensible documentation of customer interactions/customer orders in the appropriate tool (e.g., CRM, DIA5).

Regulatory responsibilities

• Demonstrates appropriate values and behaviors, including but not limited to standards of honesty and integrity, diligence and conscientiousness, fair dealing (fair treatment of customers), management of conflicts of interest, competence and continuous development, appropriate risk management, and compliance with applicable laws.

Requirements

• Open, approachable and shows genuine interest in people and improving processes
• Always communicate competently and professionally
• Highly service-oriented and passionate about customer service
• Systematic, precise, and meticulous working style and 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