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 works closely with internal stakeholders, provides clients with relevant information, and supports the RM in implementing tailored solutions.

Tasks

• Assists RMs/THs with client interactions and all related tasks (systems, processes, files, documents, etc.)
• Handles client requests (reporting, statistics, meetings, etc.)
• Manages the RM(s)/TH(s)' calendar, prepares for client meetings, organizes business trips, and follows up on client calls, client meetings, or business trips for the RM(s)/TH
• Creates presentations, assists with the preparation of investment proposals, and supports marketing activities as needed (client receptions, meetings, business trips, events, etc.)
• Ensures coverage in the event of your own absences

Business tasks

• Regularly collects relevant information necessary for the work
• Organizes itself in an efficient and compliant manner and ensures that relevant stakeholders are informed in a timely and appropriate manner
• Conducts inspections, plans ahead, and documents their work at all times
• Assists RM/TH in implementing projects and initiatives
• Provides professional suggestions for improvements based on experience, incidents, or observations.
• Manages the expense reimbursement process for RM(s)/TH

Risk management and controls

• Actively assists with risk management (supporting the first line of defense), for example, in client documentation, by identifying concerns, tracking issues, and escalating matters when there is uncertainty
• Ensures compliance with local regulations and internal policies and standards (e.g., opening new accounts, issuing payment instructions, screening client calls, or signing off on matters within their authority, etc.) in collaboration with the respective relationship managers (RMs) and account managers (AMs)
• Ensures that outstanding issues and escalated defects are resolved in a timely manner
• Ensures that ethical and compliant behavior is demonstrated within their 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

• Friendly, enthusiastic, and passionate about client support
• Highly service-oriented and passionate about client support
• Always communicates in a friendly, knowledgeable, and professional manner
• Open, approachable, and genuinely interested in people and process improvements
• Systematic, precise, and meticulous in their work, with the ability to work under pressure
• Personal integrity and ethical behavior

Professional skills

• Solid