Assistant Relationship Manager

Tasks

• Supports one or more Relationship Managers (RM)/Group Heads (GH) in daily operations, administration, and client management
• Interacts with internal and external stakeholders, provides customers with relevant information, and supports RM in implementing customized solutions.
• Leads by example in providing the best quality service for RMs/GH
• Supports RMs/GH in client interaction and all related tasks (systems, processes, files, documents, etc.) with high quality, precision, and timely responsiveness.
• Customizes client requests (reporting, statistics, mailings, etc.)
• Manages the RM/GH's calendar, prepares client meetings, organizes business trips, and handles follow-up work related to client calls, client meetings, or business trips for RMs/GHs.
• Creates presentations, assists in the preparation of investment proposals and marketing activities, if necessary (client reception, meetings, business trips, events, etc.)
• Ensures coverage during your own absences

management

• Regularly collects relevant information required for work
• Performs checks, plans and documents his work
• Supports RM/GH in the implementation of projects and initiatives in close coordination with the Business Manager team
• Provides professional input/suggestions for improvement based on experience, incidents, or observations.
• Manages the expense reporting process for RMs/GH

Risk management and controls

• Actively assists with risk management (supporting the first line of defense), e.g., with client documentation, by identifying concerns, tracking issues, and escalating in cases of uncertainty.
• Ensures compliance with local regulations and internal policies and standards (e.g., new account openings, payment instructions, verification of client phone calls or signatures at all levels of authority, etc.) in collaboration with the respective RMs, GH, and Team Business Manager.
• Ensures timely clarification of outstanding issues and escalated defects
• Ensures appropriate ethical and compatible behavior within his area of responsibility
• Ensures the correct, meaningful, and comprehensible documentation of client interactions/client orders in the appropriate tool (e.g., CRM, DIAS).

Regulatory responsibilities

• Demonstrate appropriate values and behaviors, including but not limited to standards of honesty and integrity, diligence and prudence, fair dealing (treating customers fairly), conflict management, competence and continuous development, appropriate risk management, and compliance with applicable laws and regulations.

Requirements

• Highly service-oriented and passionate about client service
• Systematic, precise, and conscientious working style and the ability to work under pressure
• Pers