Assistant Relationship Manager

Job description

The Assistant Relationship Manager (ARM) is an important part of the private banking team. They support the Relationship Manager (RM) and Group Head (GH) in day-to-day operations, administration, customer service, and relationship management.

Tasks

The tasks of the ARM include:

• Supporting the RM/GH in customer interaction and all related tasks
• Customization of customer inquiries (reporting, statistics, mailings, etc.)
• Managing the RM/GH's calendar, preparing client meetings, organizing business trips, and following up on client calls, meetings, or trips
• Preparation of presentations, support in the preparation of investment proposals and marketing activities
• Ensuring coverage during absence

Business tasks

The ARM's business responsibilities include:

• Regular collection and exchange of relevant information
• Organizing one's own work in an efficient and compliant manner
• Conducting reviews and documenting the work
• Supporting the RM/GH in the implementation of projects and initiatives
• Provision of professional suggestions for improvements
• Administration of the expense reporting process for RM/GH
• Provision of administrative support, including processing customer payment instructions, securities purchases, funds, bonds, MM/FX transactions

Regulatory responsibilities and risk management

The regulatory responsibilities and risk management of the ARM include:

• Active support in risk management (first line of defense)
• Ensuring compliance with local regulations and internal guidelines and standards
• Ensuring the timely clarification of open issues and escalated defects
• Ensuring adequate monitoring and control within one's own area of responsibility
• Ensuring accurate and understandable documentation of customer interactions and instructions

Requirements

The requirements for the ARM are:

Personal and social

• Customer focus and good interpersonal and communication skills
• Ability to communicate with customers verbally and in writing in their native language
• High self-motivation, positive and passionate attitude
• Understanding of structures 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 communication adaptability
• Friendly, trustworthy and discreet personality with high risk awareness
• High service orientation and passion for customer care

Professional

• Familiarity with the geographic market, including the legal and regulatory environment and cultural sensitivity
• Good understanding of relevant products and services in private banking