Assistant Relationship Manager, Private Banking - Germany & Austria

Tasks

The Assistant Relationship Manager (ARM) in Private Banking supports one or more Relationship Managers (RM) or Team Heads (TH) with day-to-day operations, administration, client care, and relationship management. Responsibilities include:

• Supporting RMs/THs in client interactions and all related tasks
• Customization of client requests (reporting, statistics, mailings, etc.)
• Managing RM/TH's calendar, preparing for client meetings, organizing business trips, and following up on client calls or meetings
• Creating presentations, assisting with the preparation of investment proposals, and supporting marketing activities
• Ensuring coverage during absence

Business tasks

The ARM is responsible for the following business tasks:

• Regular collection and exchange of relevant information
• Organizing one's own work in an efficient and compliant manner
• Conducting reviews, planning, and documenting the work
• Support for RM/TH in the implementation of projects and initiatives
• Providing professional suggestions for improvements
• Administration of the expense accounting process for RMs/TH

Risk management and controls

The ARM is responsible for the following risk management and control tasks:

• Active support in risk management (first line of defense)
• Ensuring compliance with local regulations and internal guidelines and standards
• Ensuring the timely clarification of open issues and escalated defects
• Ensuring Appropriate Ethical and Compliant Conduct
• Ensuring accurate and clear documentation of client interactions

Requirements

The ideal candidate will have:

• A friendly, service-oriented, and results-oriented person
• A strong focus on service and a passion for client service
• Friendly, knowledgeable, and professional communication
• An open, approachable, and curious person
• A systematic, precise, and meticulous approach to work
• Personal integrity and ethical conduct

Professional skills

The ideal candidate will have:

• A strong understanding of the geographic market
• A thorough understanding of relevant products and services in private banking
• A basic understanding of global financial markets and current industry trends

Training and experience

The ideal candidate will have:

• Relevant education (banking apprenticeship or equivalent) and professional experience
• Strong language skills (spoken and written) in accordance with specific market requirements
• Proven experience in serving bank clients with complex needs

We offer

We offer a challenging and varied role in a dynamic environment.