Assistant Relationship Manager Private Banking - Germany & Austria

Job description

Tasks

• Supports Relationship Managers (RM)/ Team Heads (TH) in daily operations, administration, customer care and relationship management
• Interacts with internal and external stakeholders, provides relevant information to customers and supports RM in implementing customized solutions

Your main tasks

• Supports RM/TH in customer interactions and all related tasks (systems, processes, files, documents, etc.) with high quality, accuracy and timely responsiveness
• Customizes customer requests (reporting, statistics, mailings, etc.)
• Manages RM/TH's calendar, prepares client meetings, organizes business trips, completes follow-up of client meetings, client meetings or business trips for RM/TH
• Prepares presentations, assists in the preparation of investment proposals and marketing activities (client receptions, meetings, business trips, events, etc.)
• Ensures representation in your own absence

Business Management

• Collects and regularly exchanges relevant information required for the work
• 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 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. customer documentation, raising concerns, tracking issues and escalating when in doubt
• Ensures compliance with local regulations and compliance with internal policies 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 customer interactions/customer orders in the corresponding tool (e.g. CRM, DIAS)

Requirements

• 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

Technical requirements

• Solid affinity with the geographic market(s), i.e. familiar with the legal and regulatory environment and cultural awareness

Language skills

• Good language skills (oral and written) according to specific market requirements
• Proven track record in supporting banking clients with complex needs (onboarding new clients, maintaining and expanding existing relationships)

We offer