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

• 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
• Tailors responses to customer inquiries (reports, statistics, mailings, etc.)
• Manages the RM/TH's calendar, prepares for client meetings, organizes business trips, and follows up on client calls, client meetings, or business trips for RMs/THs
• 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 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 reimbursement process for RMs/TH

Risk management & 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 adherence to local regulations and compliance with internal policies and standards (e.g., opening new accounts, issuing payment instructions, reviewing customer calls, or signing off on matters within one’s own authority, etc.) in collaboration with the respective RMs and THs
• Ensures that outstanding issues and escalated defects are resolved in a timely manner
• Ensures appropriate ethical and compliant conduct within his or her area of responsibility
• Ensures that customer interactions and customer instructions are documented accurately, meaningfully, and clearly in the appropriate tool (e.g., CRM, DIAS)

Requirements

• Friendly, solution-oriented, and results-oriented, with a strong awareness of risk
• Highly service-oriented and passionate about customer service
• Always communicates in a friendly, knowledgeable, and professional manner
• Open, approachable, and genuinely interested in people and improving processes
• Working systematically, precisely, and conscientiously, and the ability to work under pressure
• Personal integrity and ethical behavior

Professional skills

• Familiarity