Assistant Relationship Manager

Job description

Tasks

• Support Senior Relationship Managers (RMs) in daily operations, administration, customer care and relationship management
• Customer administration and management:
  • Support for customer interactions and related tasks (systems, processes, files, documents, etc.) with high quality, precision and timely responsiveness
  • Individualization of customer inquiries (reporting, statistics, mailings, etc.)
  • Management of RMs' calendars, preparation of client meetings, organization of business trips, follow-up of client meetings or business trips for RMs
  • Preparation of presentations, support in the preparation of investment proposals and marketing activities (customer reception, meetings, business trips, events, etc.)
  • Ensuring representation in the event of absence
• Business administration:
  • Regular collection and exchange of relevant information required for the position
  • Organizing in an efficient and compliant manner and ensuring that the supervisor is informed in a timely and appropriate manner
  • Carrying out reviews, advance planning and documentation of own work
  • Supporting RMs in the implementation of projects and initiatives
  • Submitting proposals for improvements based on experience, incidents or observations
  • Management of the expense reimbursement process for RMs
• Risk management and controls:
  • Active support in risk management (first line of defense support), e.g. in customer documentation, by raising concerns, tracking issues and escalating when in doubt
  • Ensuring compliance with local regulations and compliance with internal guidelines and standards (e.g. opening new accounts, payment instructions, review of customer meetings or approval at own competence level etc.) in cooperation with the respective RMs
  • Ensuring the timely clarification of pending issues and escalated defects
  • Ensuring appropriate ethical and compliant behavior in their area of responsibility
  • Ensuring correct, meaningful and comprehensible documentation of customer interactions/customer orders in the relevant tool (e.g. CRM, DIAS)

Requirements

• Personal integrity and ethical behavior
• Professional skills:
  • Sound knowledge of the Swiss market, i.e. familiar 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
• Training and experience:
  • Relevant training (banking apprenticeship or equivalent) and professional experience (experience in the financial sector)
  • Good language skills in French and English (oral and written)
  • Proven experience in supporting banking clients with complex needs (onboarding new clients, maintaining and expanding existing relationships)

We offer