Assistant Relationship Manager

Job description

Tasks

• Supporting Relationship Managers (RM) and Team Heads (TH) with day-to-day operations, administration, client servicing and relationship management
• Interacting with internal and external stakeholders, providing relevant information to customers and supporting the implementation of customized solutions

Main areas of responsibility

Client Administration & Management

• Support for customer interactions and related tasks (systems, processes, files, documents, etc.) with high quality, precision and timely responsiveness
• Individualization of customer inquiries (reports, statistics, mailings, etc.)
• Management of RM/TH's calendar, preparation of client meetings, organization of business trips, follow-up of client meetings or business trips for RM/TH
• Compilation of presentations, support in the preparation of investment proposals and marketing activities (customer reception, talks, business trips, events, etc.)
• Ensuring representation in the event of absence

Business Management

• Regular collection and exchange of relevant information required for the position
• Organization and efficient and compliant way of working, ensuring that superiors are informed in a timely and appropriate manner
• Conducting reviews, advance planning and documentation of own work
• Support RM/TH in the implementation of projects and initiatives
• Creation of suggestions for improvement based on experience, incidents or observations
• Management of the expense reimbursement process for RM/TH

Risk Management & Controls

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

Requirements

Personal characteristics

• Friendly, competent and professional communication
• Openness, accessibility and a genuine interest in people and in improving processes
• Systematic, precise and careful way of working and the ability to work under pressure
• Personal integrity and ethical behavior

Professional skills

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

We offer