Assistant Relationship Manager

Job description

Tasks

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

Requirements

• Communication skills:
  • Always communicates in a friendly, competent and professional manner
  • Open, approachable and shows genuine interest in people and improving processes
  • Systematic, precise and careful way of working and the ability to work under pressure
  • Personal integrity and ethical behavior
• Professional skills:
  • Solid affinity with the geographic 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

We offer

• No specific benefits mentioned