Assistant Relationship Manager Private Banking Germany 80% - 100% (f,m,d)

Job description

Tasks

• Supporting Relationship Managers (RM)/ Team Heads (TH) with day-to-day operations, administration, customer care and relationship management
• Interaction with internal and external stakeholders, provision of relevant information for customers and support

Your main tasks

Client Administration & Management

• Support RMs/TH in customer interactions and all related tasks (systems, processes, files, documents, etc.) with high quality, accuracy and timely responsiveness
• Customization of customer inquiries (reporting, 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 receptions, meetings, business trips, events, etc.)
• Ensuring coverage in your own absence

Business Management

• Regular collection and exchange of relevant information required for the work
• Organizing oneself in an efficient and compliant manner and ensuring that superiors are informed in a timely and appropriate manner
• Carrying out reviews, planning in advance and documenting your own work
• Supporting RM/TH in the implementation of projects and initiatives
• Providing professional suggestions 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 customer documentation, by raising concerns, tracking issues and escalating when in doubt
• Ensuring adherence to local regulations and compliance (e.g. new account openings, payment instructions, review of customer meetings or acceptance 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 area of responsibility
• Ensuring correct, meaningful and comprehensible documentation of customer interactions/customer orders in the relevant tool (e.g. CRM, DIAS)

Requirements

• Always competent, professional and trendy communication
• 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

• Sound affinity with the geographic markets covered, 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