Assistant Relationship Manager

Job description

Tasks

• Client Administration & Management:
  • Supports Senior Relationship Manager (RM) in client interaction and all related tasks (systems, processes, files, documents, etc.) with high quality, accuracy and timely responsiveness
  • Customize customer requests (reporting, statistics, mailings, etc.)
  • Manages the RM's calendar, prepares client meetings, organizes business trips, completes follow-up of client meetings, client meetings or business trips for RMs
  • Prepares presentations, assists in the preparation of investment proposals and marketing activities (client reception, meetings, business trips, events, etc.)
  • Secures the cover in your own absence
• Business Management:
  • Collects and regularly exchanges relevant information that is necessary for the work
  • Organizes self in an efficient and compliant manner and ensures supervisor is informed in a timely and appropriate manner
  • Carries out inspections, plans ahead and documents his work at all times
  • Supports RM in the implementation of projects and initiatives
  • Provides professional suggestions for improvement based on experience, incidents or observations
  • Manages the expense report process for RMs
• Risk Management & Controls:
  • Actively assists with risk management (first line of defense support), e.g. customer documentation, by raising concerns, tracking issues and escalating when in doubt
  • Ensures compliance with local regulations and adherence to internal policies and standards (e.g. new account openings, payment instructions, review of client meetings or sign-off at own competence level etc.) in cooperation with the respective RMs
  • Ensures prompt clarification of pending issues and escalated defects
  • Ensures appropriate ethical and compliant behavior in his/her area of responsibility
  • Ensures correct, meaningful and comprehensible documentation of customer interactions/customer orders in the corresponding tool (e.g. CRM, DIAS)

Requirements

• Personal integrity and ethical behavior
• Professional skills:
  • Profound affinity to the Swiss market, i.e. familiar with the legal and regulatory environment as well as cultural awareness
  • Good understanding of relevant products and services in private banking
  • Basic knowledge of global financial markets and current developments in the industry
• Training and experience:
  • Relevant education (banking apprenticeship or equivalent) and professional background (experience in the financial sector)
  • Good language skills in French and English (oral and written)
  • Proven track record in supporting banking clients with complex needs (onboarding new clients, maintaining and expanding existing relationships)

We offer