Assistant RM

Job description

Tasks

• Client Administration & Management:
  • Supports Relationship Managers (RM)/ Team Heads (TH) in customer interaction and all related tasks (systems, processes, files, documents etc.) with high quality, accuracy and timely responsiveness
  • Customizes customer requests (reporting, statistics, mailings, etc.)
  • Manages RM/TH's calendar, prepares client meetings, organizes business trips, completes follow-up of client meetings, client meetings or business trips for RM/TH
  • Prepares presentations, assists in the preparation of investment proposals and marketing activities as required (client receptions, meetings, business trips, events, etc.)
  • Ensures representation in your own absence
• Business Management:
  • Collects and regularly exchanges relevant information that is necessary 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 his/her work at all times
  • Supports RM/TH in the implementation of projects and initiatives
  • Provides professional suggestions for improvement based on experience, incidents or observations
  • Manages the expense report process for RM/TH
• Risk Management & Controls:
  • Actively assists with risk management (first line of defense support), e.g. customer documentation, by raising concerns, tracking issues and escalating when in doubt
  • Ensures compliance with local regulations and conformity with internal policies and standards (e.g. opening of new accounts, payment instructions, review of client meetings or approval at own competence level etc.) in cooperation with the respective RM and TA
  • Ensures prompt clarification of pending issues and escalated defects
  • Ensures appropriate ethical and compliant behavior in his/her area of responsibility
  • Ensures the correct, meaningful and comprehensible documentation of customer interactions/customer orders in the corresponding tool (e.g. CRM, DIAS)

Requirements

• Personal qualities:
  • Customer administration and management with a 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:
  • Solid knowledge of the geographic market(s), i.e. familiar with the legal and regulatory environment and cultural awareness
  • Good understanding of relevant products and services in private banking
  • Basic knowledge of the global financial markets and current developments in the industry
• Education and experience:
  • Relevant education (banking apprenticeship or equivalent) and professional experience (work experience in the financial sector)
  • Good language skills (oral and written) according to specific market requirements
  • Proven track record in supporting banking clients with complex needs (onboarding new clients, supporting and expanding existing relationships)

We offer