Assistant Relationship Manager

Job description: Assistant Relationship Manager

Tasks

• Support Relationship Managers (RM(s)) and Group Head (GH) in daily operations, administrative tasks and ad hoc analysis and research
• Preparation of presentations, organization of meetings, events and business trips
• Coordination of customer inquiries (reporting, invoicing, correspondence, etc.)
• Management of appointment calendars and preparation of customer meetings
• Follow-up on customer discussions, meetings or business trips
• Preparation of presentations, support in the preparation of investment proposals and marketing activities
• Ensuring representation in the absence of team members

Business Management

• Collecting and exchanging relevant information
• Organization and communication in an efficient and compliant manner
• Overview of current projects and tasks
• Conducting reviews, planning and documenting the work
• Support with the implementation of projects and initiatives
• Creation of proposals for improvements

Regulatory Responsibilities & Risk Management & Controls

• Support with risk management (first line of defense)
• Ensuring compliance with local regulatory and compliance requirements
• Ensuring the prompt clarification of open points and defects
• Ensuring appropriate ethical and compliant behavior
• Control, monitoring and documentation of customer interactions

Requirements

Personal and social

• Customer orientation and good communication skills
• Ability to communicate verbally and in writing with customers in the customer's native language
• High self-motivation, positive attitude and proactive approach
• Understanding of execution and back office processes as well as legal and compliance procedures
• Ability to work proactively and work under pressure
• Good learning ability and team orientation
• Excellent training, preferably with the ability to work with RM(s) and clients from diverse backgrounds

Professional and technical

• Familiarity with the geographical market, legal and regulatory environment and culture/infrastructure
• Good understanding of relevant products and services in private banking
• Basic knowledge of global financial markets and current developments in the industry
• Proven experience in supporting banking clients with complex needs
• Academic degree in Finance, Economics or a related subject
• At least 5 years' experience as an Assistant Relationship Manager in a private bank or similar institution
• CAGS Papers 1 and 2
• Preferably CFA/MPAS Level I, II, III or CFA certification
• Working knowledge of TIB, Cognos and TMDBS

We offer

• $15622 Salary
• An open and dynamic working environment