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Assistant Relationship Manager

The Assistant Relationship Manager supports Relationship Managers and Team Heads in day-to-day operations, administration, customer care and relationship management. The position requires a high level of administrative and organizational skills as well as good communication and analytical skills.

Job description: Assistant Relationship Manager

Tasks

  • Client administration and management: supporting Relationship Managers (RMs) and Team Heads (TH) with client interaction and all related tasks (systems, processes, files, documents etc.) with high quality, accuracy and timely responsiveness
  • Customization of client requests (reporting, statistics, mailings, etc.)
  • Managing the calendar of RMs/TH, preparing client meetings, organizing business trips, completing the follow-up of client calls, client meetings or business trips for RMs/TH
  • Compilation of presentations, support in the preparation of investment proposals and marketing activities (client receptions, meetings, business trips, events, etc.)
  • Ensuring coverage in your own absence

Business Management

  • Regular collection and exchange of relevant information required for the position
  • Organize self in an efficient and compliant manner and ensure timely and appropriate information to supervisor
  • Carrying out reviews, advance planning and documentation of own work
  • Supporting RMs/TH in the implementation of projects and initiatives
  • Creation of professional proposals for improvements based on experience, incidents or observations
  • Management of the expense reimbursement process for RMs/TH

Risk Management & Controls

  • Active support in risk management (first line of defense support), e.g. in client documentation, by raising concerns, tracking issues and escalating when in doubt
  • Ensure compliance with local regulations and compliance with internal policies and standards (e.g. opening of new accounts, payment instructions, review of client calls or approval at own competence level etc.) in cooperation with the respective RMs and TAs
  • Ensuring the timely clarification of pending issues and escalated defects
  • Ensuring appropriate ethical and compliant behavior in his/her area of responsibility
  • Ensuring correct, meaningful and comprehensible documentation of client interactions/client orders in the relevant tool (e.g. CRM, DIAS)

Requirements

  • Client administration and management with a genuine interest in proactively improving processes
  • Systematic, precise and careful way of working and the ability to work under pressure
  • Personal integrity and ethical behavior

Professional skills

  • In-depth knowledge of the geographic market(s), i.e. familiarity with the legal and regulatory environment and cultural awareness
  • Good understanding of relevant products and services in private banking
  • Basic knowledge of the global financial markets and current developments in the industry

Education and experience

  • Relevant education (banking apprenticeship or equivalent) and professional background (experience in the financial industry)
  • Good language skills (oral and written) according to specific market requirements
  • Proven track record in supporting banking clients with complex needs (onboarding new clients, maintaining and expanding existing relationships)

Job details

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