Assistant Relationship Manager

Job description: Assistant Relationship Manager

Tasks

• Supports the Relationship Manager (RM) and Group Head (GH) in daily operations, administration and organization
• Interacts with internal and external stakeholders and provides relevant information
• Supports the RM in the implementation of customized solutions in all tasks related to relationship management
• Acts as a role model in the provision of first-class service quality
• Helps to manage and expand the current customer base
• Monitors customer feedback and forwards it to the appropriate people/departments within the bank

Your challenge

Client Administration & Management

• Supports RM/GH in customer interaction and all related tasks
• Customizes customer requests (reporting, statistics, mailing, etc.)
• Manages RM/GH's calendar, prepares client meetings, organizes business trips
• Prepares presentations, assists in the preparation of investment proposals and marketing activities
• Ensures representation in your own absence

Business Management

• Collects and exchanges relevant information on a regular basis
• Organizes itself to be efficient and competent
• Carries out checks, plans ahead and documents his/her work
• Supports RM/GH in the implementation of projects and initiatives
• Provides professional suggestions for improvements
• Manages the expense report process for RM/GH
• Provides ongoing administrative support

Regulatory Responsibilities & Risk Management Controls

• Actively contributes to risk management
• Ensures compliance with local regulations and internal guidelines and standards
• Ensures the timely clarification of open points and escalated defects
• Ensures appropriate escalation and follow-up in these areas of responsibility
• Ensures the correct, meaningful and comprehensible documentation of customer interactions/customer orders

Requirements

Personal and social

• Customer-oriented and good interpersonal and communication skills
• Ability to communicate verbally and in writing with customers in the customer's native language
• High level of self-motivation, positive and proactive
• Understands execution and back office processes as well as legal and compliance procedures
• Ability to prioritize and work under pressure
• Team-oriented, especially (team player) with attention to detail
• Good and fast learning ability
• Excellent adaptability to situations
• Friendly, trustworthy and discreet with a high level of risk awareness
• Highly service-oriented and passionate about customer care

Further requirements

• Solid affinity with the geographic 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
• Successful experience in supporting banking clients with complex needs
• A good university degree, preferably in economics or a related subject

We offer