Assistant Relationship Manager

Tasks

The duties of the Assistant Relationship Manager include:

• Supporting the Relationship Manager and Group Head in daily operations, administration, client care, and relationship management
• Interacting with internal and external stakeholders, providing information to customers, and supporting the relationship manager in implementing customized solutions

Client Administration & Management

The tasks in this area include:

• Supporting relationship managers and group heads in client interactions and all related tasks
• Customization of client requests (reporting, statistics, mailings, etc.)
• Managing the calendar of the Relationship Manager/Group Head, preparing client meetings, organizing business trips, and following up on client calls, meetings, or 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 your own work in an efficient and compliant manner and ensuring that your supervisor is provided with timely and appropriate information
• Conducting plan reviews and documenting the work
• Supporting the Relationship Manager/Group Head in the implementation of projects and initiatives
• Provision of professional suggestions for improvements
• Administration of the expense accounting process for relationship managers/group heads
• Provision of ongoing administrative support

Regulatory Responsibilities / Risk Management & Controls

The tasks in this area include:

• Active support in risk management (first line of defense)
• Ensuring compliance with local regulations and internal policies and standards
• Ensuring the timely clarification of open issues and escalated defects
• Ensuring adequate and effective controls in other areas of responsibility
• Ensuring accurate, meaningful, and understandable documentation of client interactions/client orders

Requirements

The requirements for the Assistant Relationship Manager include:

• Customer focus and good interpersonal and communication skills
• Ability to communicate verbally and in writing with customers in the customer's native language
• High self-motivation, positive and proactive attitude
• Understanding of economics and back-office processes as well as legal and compliance procedures
• Ability to prioritize and work under pressure
• Good and fast learning ability
• Team-oriented personality with attention to detail
• Excellent relationship-building skills with relationship managers and clients from diverse backgrounds
• Friendly, trustworthy and discreet personality with high risk awareness
• High service orientation and passion for client service

Further requirements

Additional requirements include:

• Familiarity with the