Assistant Relationship Manager

Tasks

• Supporting Relationship Managers (RMs) in working with existing and potential clients (companies, individuals, businesses, startups, and both private and institutional clients).
• Assisting the administrative/secretarial team with the following tasks:
  • Coordination with the customer regarding document transfers
  • Requirements for Investment Documents
• Handling the RM's daily banking transactions, such as outgoing bank transactions and payment processing.
• Assisting customers during business hours and responding to their inquiries (in accordance with company guidelines).
• Handling recurring/incoming calls.
• Managing the RM's calendar, scheduling appointments, organizing business trips, finalizing presentations of financial reports, providing client reports, and participating in training sessions.
• Coordinating investments, assisting with the preparation of investment proposals, and arranging for the execution of instructions (ensuring that they are carried out properly).
• Execution of instructions and market orders.
• Regularly collect and catalog relevant information and feedback from the customer.
• Support for business events and welcoming/hosting private investment meetings with key individuals.
• Carrying out the work and analyzing private clients' portfolios in collaboration with the team.
• Contribute to the process of updating analyses and developing new products.
• Providing professional client solutions for implementing business plans, such as stocks, asset allocation, or investments.
• Management of the associate team member for M&A/HSM.
• Handling banking monitoring tasks (with support from an Associate/MD), such as those related to new client files and monitoring compliance with established risk limits at the client level. As an ARM, a plan for appropriate credit utilization is provided.
• Conducting investigations and preparing reports on customer complaints independently, in accordance with the Executive Board's guidelines.
• Review of the quality of the loan documentation.
• Identification of unusual transactions, suspicious transactions, and non-standard terms and conditions, and reporting them to the RM.
• Ensuring the process, monitoring, and understanding of the Group’s product documentation.
• Ensuring compliance with applicable MiFID II, SEPA, and AML regulations.
• Management of documented work lists and customer documentation for internal customer data.
• Support with financial reporting and regulatory compliance (SEC / FINMA).