Assistant Relationship Manager

Tasks

The duties of the Assistant Relationship Manager include:

• Supporting relationship managers (RMs) and group heads (GHs) in daily operations, administration, client care, and relationship management
• Interaction with internal and external stakeholders
• Provision of relevant information for clients

Client Administration & Management

The tasks in this area include:

• Supporting RMs/GHs in client interactions and related tasks
• Customization of client requests (reporting, statistics, mailings, etc.)
• Managing the calendar of RMs/GH, preparing client meetings, organizing business trips
• Preparation of presentations, support in the preparation of investment proposals and marketing activities
• Ensuring coverage during absence

Business Management

The tasks in this area include:

• Regular collection and exchange of relevant information
• Organizing one's own work in an efficient and compliant manner
• Conducting reviews, planning, and documenting work
• Supporting RMs/GH in the implementation of projects and initiatives
• Provision of professional suggestions for improvements
• Administration of the expense accounting process for RMs/GH

Risk Management & Controls

The tasks in this area include:

• Support with risk management (first line of defense)
• Ensuring compliance with local regulations and internal guidelines
• Monitoring of open issues and escalation if necessary
• Ensuring ethical and compliant behavior
• Documentation of client interactions and instructions

Requirements

The requirements for the Assistant Relationship Manager are:

• High service orientation and passion for client servicing
• Friendly, competent and professional communication
• Openness, responsiveness, and genuine interest in people and processes
• Systematic, precise, and conscientious approach to work
• Integrity and ethical conduct

Professional Skills

The required skills are:

• Familiarity with the geographic market and its legal and regulatory environment
• Understanding of relevant products and services in private banking
• Basic knowledge of global financial markets and current developments in the industry

Training and experience

The requirements for training and experience are:

• Good university degree in finance, economics, or a related subject
• At least 5 years of relevant experience in client support in private banking
• Understanding of execution and back-office processes as well as legal and compliance procedures
• Proven success in serving bank customers with complex needs

We offer

No information available.