Assistant Relationship Manager

Tasks

• Supporting the RMs/GWRs with data preparation and related tasks (accounts, processes, risk, documents)
• Collaboration with HRCG (HR, Compliance, and Regulation) on matters related to customer risk and compliance
• Support and safeguard the RMs and GWRs with various customer and order data in accordance with the current mandate
• Protection and Coordination of Client Risk Management (Exposure Limits, Information Flow, etc.)
• Providing fast, effective, and reliable support to customers and account managers
• Conducting Customer Due Diligence (KYC/AML)
• Providing fast, effective, and reliable business management, bookkeeping, billing, and collections services
• Ensuring that the status of the delegated funds complies with the mandate
• Contribute to the timely and well-structured provision of relevant information to RMs, e.g., via pop-up reports
• Supporting RMs/GWRs with all client-related administrative tasks within the organization (forms, KYC, reporting documents, etc.)
• Providing professional, detailed information to internal and external customers
• Organization and consultation regarding investor meetings and conferences, as needed
• Maintenance of Available Data per Mandate for GWR/RMs
• Supporting business partners (Audit) in the area of risk management (RM), e.g., in customer management and reporting, by verifying the completeness, timeliness, and data basis for regulatory and risk-related purposes
• Ensuring that all employees comply with and implement existing standards and guidelines
• Acquiring knowledge of the relevant legal instruments (e.g., WAP) and applicable guidelines
• Ensuring timely and appropriate tracking and monitoring of all risks, based on the existing structure
• Ensuring timely, professional follow-up and reporting to senior management
• Ensuring that portfolios are reviewed in a timely manner (before deadlines) in accordance with established guidelines
• Coordination and monitoring of compliance requirements (regulatory and internal)
• Ensuring controls related to the appropriately documented execution of customer orders/counts/work orders (e.g., OMA)

Requirements

• Interpersonal and Social Skills