Assistant Relationship Manager, Private Banking - Germany & Austria

About the job

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.

Tasks

The main tasks include:

• Supporting RMs/THs in client interactions and all related tasks
• Customization of client requests (reporting, statistics, meetings, etc.)
• Managing the calendars of RMs/THs, preparing for client meetings, organizing business trips, and following up on client calls, meetings, or business trips
• Compilation of presentations, support in the preparation of investment proposals and marketing activities
• Ensuring coverage during your own absences

Business tasks

Additional responsibilities include:

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

Risk Management and Control

The position also includes:

• Active support in risk management (first line of defense)
• Ensuring compliance with local regulations and internal policies and standards
• Timely resolution of outstanding issues and escalated defects
• Ensuring appropriate ethical and compliant behavior
• Ensuring accurate and clear documentation of client interactions

Requirements

The ideal candidates should:

• Be friendly, solution-oriented, and passionate about client service
• Be highly service-oriented and passionate about client service
• Always communicate in a friendly, competent and professional manner
• Open, approachable, and genuinely interested in people and process improvements
• Work in a systematic, precise, and conscientious manner and be able to perform well under pressure
• Demonstrate personal integrity and ethical behavior

Professional skills

The position requires:

• A strong familiarity with the geographic market (Germany and Austria)
• A solid understanding of relevant products and services in private banking
• Basic knowledge of global financial markets and current developments in the industry

Training and experience

The ideal candidates should:

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

We offer

This position offers the opportunity to be part of a dynamic team