Assistant Relationship Manager, Private Banking - Germany & Austria

About the job

The Assistant Relationship Manager (ARM) in Private Banking supports one or more Relationship Managers (RMs) or Team Heads (THs) in day-to-day operations, administration, client care, and relationship management. The ARM interacts with internal and external stakeholders, provides clients with relevant information, and supports the RM in implementing tailored solutions.

Tasks

The Assistant Relationship Manager is responsible for the following tasks:

• Supports the RM/TH in client interactions and all related tasks (systems, processes, files, documents, etc.) with a high level of quality, precision, and responsiveness
• Customized client requests (reporting, statistics, mailings, etc.)
• Manages the RM/TH's calendar, prepares for client meetings, organizes business trips, and follows up on client calls, meetings, or business trips on behalf of the RM/TH
• Creates presentations, assists in the preparation of investment proposals and marketing activities as needed (client reception, meetings, business trips, events, etc.)
• Ensures coverage during your own absences

Business tasks

The Assistant Relationship Manager is responsible for the following business tasks:

• Regularly collects relevant information necessary for the work
• Organizes work efficiently and in compliance with regulations, and ensures that the supervisor is informed in a timely and appropriate manner
• Conducts inspections, plans ahead, and documents his work at all times
• Supports the RM/TH in implementing projects and initiatives
• Provides professional suggestions for improvements based on experience, incidents, or observations
• Manages the expense reporting process for RM/TH

Risk management and controls

The Assistant Relationship Manager is responsible for the following tasks in risk management and internal controls:

• Actively supports risk management (by bolstering the first line of defense), for example in client documentation, by identifying concerns, tracking issues, and escalating matters when uncertainty arises
• Ensures compliance with local regulations and internal policies and standards (e.g., opening new accounts, issuing payment orders, reviewing client phone calls, or signing documents within the scope of their authority, etc.)
• Ensure that outstanding issues and escalated defects are resolved promptly
• Ensures that ethical and compliant behavior is demonstrated within his or her area of responsibility
• Ensure that the documentation of client interactions and client orders in the relevant tool (e.g., CRM, DIAS) is accurate, meaningful, and clear

Requirements

The Assistant Relationship Manager should meet the following requirements:

• Friendly, service-oriented, and results-oriented, with a strong awareness of risk
• Highly service-oriented and passionate about client support
• Always communicates in a friendly, knowledgeable, and professional manner
• Open, approachable and shows genuine interest in people and improving processes
• Systematic, precise, and conscientious