Assistant Relationship Manager, Private Banking

Tasks

The position as Assistant Relationship Manager Private Banking includes the following tasks:

• Supporting the Relationship Manager(s) (RM)/Team Head(s) (TH) in daily operations, administration, client care, and relationship management
• Support in managing and growing the current customer base
• Channeling customer feedback to the relevant individuals/departments within the bank to promote continuous improvement and rapid adaptation of processes

Client Administration & Management

The tasks in this area include:

• Supporting the RM/TH in customer interaction and all related tasks (systems, processes, files, documents, etc.) with high quality, precision, and timely responsiveness
• Strong coordination and interaction with the Assistant Relationship Manager team to ensure seamless customer service
• Customization of customer inquiries (reporting, statistics, mailings, etc.)
• Practical approach with the ability to efficiently manage multiple operational and administrative responsibilities
• Managing the RM/TH's calendar, preparing customer meetings, organizing business trips, completing follow-up work on customer calls, customer meetings, or business trips for RMs/THs
• Compilation of presentations, support in the preparation of investment proposals and marketing activities as required (customer reception, meetings, business trips, events, etc.)
• Ensuring coverage in the event of your own absences

Business Management

The tasks in this area include:

• Regular collection and exchange of relevant information necessary for the work
• Organizing in an efficient and compliant manner and ensuring that supervisors are provided with timely and appropriate information
• Conducting reviews, planning ahead, and documenting work at all times
• Supporting the RM/TH in the implementation of projects and initiatives
• Provision of professional suggestions for improvements based on experience, incidents, or observations
• Administration of the expense accounting process for RMs/TH

Risk Management & Controls

The tasks in this area include:

• Active support in risk management (support for the first line of defense), e.g., in customer documentation, by identifying concerns, tracking problems, and escalating issues in case of uncertainty
• Ensuring compliance with local regulations and internal policies and standards (e.g., new account openings, payment instructions, verification of customer calls, or signing at your own observation level)

Requirements

The position requires:

Profile

• Team player
• Excellent situational adaptability (able to work with RMs and customers from different backgrounds)
• Friendly, trustworthy and discreet personality with high risk awareness
• Highly service-oriented and passionate about customer care
• Always communicating