Assistant Relationship Manager

Job description: Assistant Relationship Manager

Tasks

• Supports Relationship Managers (RM) / Team Heads (TH) in daily operations, administration, customer care and relationship management
• Interacts with internal and external stakeholders, provides relevant information to customers and assists with:
• Customer administration and management
• Supports RM/TH in customer interactions and related tasks (systems, processes, files, documents, etc.) with high quality, accuracy and timely responsiveness
• Customizes customer requests (reporting, statistics, mailings, etc.)
• Manages RM/TH's calendar, prepares customer meetings, organizes business trips, completes follow-up of customer calls, customer meetings or business trips for RM/TH
• Prepares presentations, assists in the preparation of investment proposals and marketing activities (client receptions, meetings, business trips, events, etc.)
• Ensures representation in your own absence
• Business administration:
• Collects and regularly exchanges relevant information necessary for the position
• Organizes him/herself in an efficient and compliant manner and ensures that the supervisor is informed in a timely and appropriate manner
• Carries out inspections, plans ahead and documents his work at all times
• Supports RM/TH in the implementation of projects and initiatives
• Provides professional suggestions for improvement based on experience, incidents or observations
• Manages the expense report process for RM/TH
• Risk management and controls:
• Actively assists in managing risks (first line of defense support), e.g. in customer documentation, by raising concerns, tracking issues and escalating when in doubt
• Ensures compliance with local regulations and compliance with internal policies and standards (e.g. new account openings, payment instructions, review of customer calls or approval at own competence level etc.) in cooperation with the respective RM and TA
• Ensures the timely clarification of pending issues and the rectification of defects
• Ensures the correct, meaningful and comprehensible documentation of customer interactions/customer orders in the relevant tool (e.g. CIRM, DIAS)

Requirements

• Very service-oriented and passionate about customer care
• Always communicates in a friendly, competent and professional manner
• Open, approachable and shows genuine interest in people and improving processes
• Systematic, precise and careful way of working and the ability to work under pressure
• Personal integrity and ethical behavior

Technical requirements

• Sound 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

Education and experience

• No specific requirements mentioned

We offer

• No specific benefits mentioned