Assistant Relationship Manager

Job description

Tasks

• Client Administration & Management:
  • Supports Relationship Managers (RMs) and Team Heads (TH) in client interaction and all related tasks (systems, processes, files, documents, etc.) with high quality, accuracy and timely responsiveness
  • Creates individual customer reports (offers, statistics, mailings, etc.)
  • Manages RMs/TH's calendar, prepares client meetings, organizes business trips, completes follow-up of client calls, client meetings or business trips for RMs/TH
  • Prepares presentations, assists in the preparation of investment proposals and marketing activities (client reception, meetings, business trips, events, etc.)
  • Ensures representation in your own absence
• Business Management:
  • Collects and regularly exchanges relevant information required for the work
  • Organizes self in an efficient and compliant manner and ensures that supervisors are informed in a timely and appropriate manner
  • Carries out checks, plans in advance and documents own work
  • Supports RMs/TH in the implementation of projects and initiatives
  • Provides professional input/suggestions for improvement based on experience, incidents or observations
  • Manages the expense report process for RMs/TH
• Risk Management & Controls:
  • Actively assists with risk management (first line of defense support), e.g. customer documentation, by raising concerns, following up on outstanding issues and escalating when in doubt
  • Ensures compliance with local regulations and compliance with internal policies and standards (e.g. new account openings, payment instructions, review of customer calls or approval at own competence level, etc.) in cooperation with the respective RMs and TAs

Requirements

Personal and social skills

• Team player
• Excellent adaptability to different situations (able to work with RMs and clients from different backgrounds)
• Friendly, trustworthy and discreet personality with high risk awareness
• Highly service-oriented and passionate about customer care
• Always communicates in a friendly, competent and professional manner
• Open, approachable and shows genuine interest in people and improving processes
• Systematic, precise and careful way of working and the ability to work under pressure
• Personal integrity and ethical behavior

Professional skills

• In-depth knowledge of the geographic market (i.e. familiar with the legal and regulatory environment and cultural awareness)
• Good understanding of the relevant products and services in private banking
• Basic knowledge of the global financial markets and current developments in the industry

Education and experience

• No specific requirements mentioned

We offer

• No specific benefits mentioned