Assistant Relationship Manager, Private Banking - Germany & Austria

Tasks

The responsibilities of the Assistant Relationship Manager, Private Banking, include:

• Supporting the Relationship Manager (RM)/Team Head (TH) in day-to-day operations, administration, client care, and relationship management
• Support in implementing customized solutions for customers
• Support in communicating with external stakeholders
• Providing relevant information to customers

Client Administration & Management

The tasks in this area include:

• Supporting the RM/TH in customer interactions and all related tasks
• Customization of customer inquiries (reporting, statistics, mailings, etc.)
• Managing the RM/TH's calendar, preparing for client meetings, organizing business trips, and following up on client calls, meetings, or trips
• Preparation of presentations, assistance with the development of investment proposals, and marketing activities
• Ensuring coverage during your own absences

Business Management

The tasks in this area include:

• Regular collection and exchange of relevant information
• Organization in an efficient and compliant manner
• Conducting reviews, planning, and documenting the work
• Supporting the RM/TH in the implementation of projects and initiatives
• Provision of professional suggestions for improvements
• Management of the expense reporting process for RM/TH

Risk Management & Controls

The tasks in this area include:

• Active support in risk management (first line of defense)
• Ensuring adherence to local regulations and compliance with internal policies and standards
• Monitoring of open issues and escalation if necessary
• Ensuring appropriate ethical and compliant behavior
• Ensuring accurate and understandable documentation of customer interactions

Requirements

The requirements for the Assistant Relationship Manager, Private Banking, include:

• A friendly, service-oriented, and results-driven individual with a strong awareness of risk
• High service orientation and passion for customer care
• Open, approachable, and interested personality
• Systematic, precise, and conscientious approach to work
• Integrity and ethical conduct

Professional Skills

The required skills include:

• Familiarity with the geographic market
• Understanding of relevant products and services in private banking
• Basic knowledge of global financial markets and current developments in the industry

Education and experience

The educational and experience requirements include:

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

We offer