Assistant Relationship Manager Intermediaries 100% (f/m/d)

YOUR CHALLENGE

• Supports the RM and team in client interaction in all respects
• Attends to incoming calls and takes prompt action; reports for the RM
• Maintains and updates records of client instructions, details, and preferences.
• Provides clients with verbal and/or written information and data, giving neither investment advice nor any value judgement
• Processes orders, trades, transactions, payments placement (outside e-channels) and executes clients' requests
• Helps to promote the usage and adoption of our dedicated Intermediaries & FO e-channels
• Monitors the maturity list for deposits, loans, trades, tasks action when instructed; seeks instructions (from RM or client) if necessary and required
• Organises and follows up client meetings, including logistics and documentation
• Supports the RM in investigations and troubleshooting, maintaining close bank-internal collaboration
• Full adherence at all times to compliance, legal guidelines, internal rules, regulation and procedures is necessary
• Is a first line of risk defence, through raising concerns, following up on issues

YOUR PROFILE

• Foundational knowledge of financial markets: structure, function and legal/regulatory environment as well as industry awareness
• Proven experience engaging with financial intermediaries, such as multi-family offices and/or wealth managers, ideally within a private banking or asset management environment
• Profound understanding of relevant products and services applicable to IAM principles
• Excellent communication skills, able to speak publicly, independent, reliable & autonomous; excellent sense of urgency and fast decision making – proactive, eager to learn and willing to develop further
• Strong communication and collaboration skills, acting with courage and initiative, team-oriented with a cross-team mindset
• Exceptional customer service orientation, dedication to service excellence and quality attention-to-detail.
• Strong business orientation and the ability to understand business implications of changes in client needs and requirements (monitoring, planning & implementing).
• Creates system-based solutions rather than advice nor any personal opinions
• Customer service orientation – giving advice nor any opinion is handled with discretion and care
• E-channels are standard, high degree of accuracy and precision
• Flexible and adaptable to changing needs
• Proven experience with key preparation and follow-up elements to facilitate the reconciliation of discrepancies and any discrepancies between the bank-internal cross-team/departmental systems.
• Knowledge of systems, regulations and policies for handling cross-currency transactions and escalating as appropriate
• Strong fluency in German & English (oral and written)