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
• Creating presentations, assisting with the preparation of investment proposals, and supporting marketing activities
• Ensuring coverage during your own absences

Business tasks

Additional responsibilities include:

• Regular collection and exchange of relevant information
• Organization 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 position also includes:

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

Requirements

The ideal candidates should:

• Determined, solution-oriented, and results-driven, with a strong sense of responsibility and the ability to manage and mitigate risks
• Highly service-oriented and passionate about client support
• Always communicate in a friendly, competent and professional manner
• Open, approachable, and shows genuine interest in people and process improvements
• Work systematically, precisely, and conscientiously, and perform well under pressure
• Integrity and ethical conduct

Professional skills

The ideal candidates should:

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

Training and experience

The ideal candidates should:

• Have relevant training (banking apprenticeship or equivalent) and professional experience in the financial sector
• Have strong language skills (spoken and written) that meet the specific market requirements
• Have proven experience in serving bank customers with complex needs

We offer

The position offers