Assistant Relationship Manager

Benefits

• career opportunities with talented colleagues and access to a supportive online employee resource group network
• flexible working conditions and personalised support
• hybrid working model to promote better work-life balance
• thoughtful selection and generous range of wellbeing benefits
• Social welfare committee and charitable donations for creating positive and meaningful social impact
• Supplemental, private and diligent working days and the ability to perform user work outside of standard working hours upon request
• Personal equity and ethical behaviors

Job Description, Key Responsibilities & Skills

• The Assistant Relationship Manager (ARM) acts as a vital building block connecting clients with designated Baers. The ARM proactively meets clients’ business objectives, drives and deepens the business relationship, builds trust, confidence, reputation and loyalty, and is the client's key contact with the wealth management team.

Client Administration and Management

• Supports RM/OFAs in client conversation and all related tasks (processes, systems, flows, documents etc.) with high quality, precision and timeliness appropriately
• Customises client materials (portfolios, statistics, routings etc.)
• Manages the RM/OFAs' calendars, prepares client events, organizes business trips, completes the administration of client calls, client meetings (e.g., estate and succession planning & portfolio review meetings), creates event summaries and consolidates them and ensures all procedures are met in a timely manner
• Organizes introductions, produces and maintains marketing information and in maintaining accurate records of Client Service Reporting (meetings, inquiries, issues, emails etc.)
• Ensures timely and ethical behaviors

Business Management

• Supports clients and colleagues in relevant information distribution for the job
• Conducts reviews, plans, and deepens discussions through work
• Supports RM/OFAs in implementing of projects and initiatives, as requested and directed by the Team Business Strategy
• Provides professional feedback and proposals for improvements based on expertise, client outcome and observable behavior
• Manages the experience claims process via MBLight

Performance Management and Certificates

• Actively helps managing risk (risks for first line of defense), at all levels of communication, by raising concerns, reporting on issues and taking responsibility over risks
• Identifies potential risks, opportunities to enhance existing processes, and identifies the effective functioning of the organization's credit system (e.g., credit system development, credit scoring, agreement execution, monitoring client risk profile and upgrading, at all levels of client interactions) in collaboration with the respective RM/OFAs, and other RM/OFAs or BAERS
• Ensures thorough understanding of policies and required documentation analysis
• Ensures assigned risk profile management and follow-up on recommendations
• Is an essential part of the bank's overall approach to provide a comprehensive view of interconnected control areas at the corresponding role (e.g., AML, KYC)

Intuiting Reputable Conduct and Ethical Behavior

• Documentation of appropriate advice and initiatives including but not limited to elements of transparency and integrity, due care and diligence and quality assurance, internal and external confidentiality, integrity and the duty of competence, and compliance commitment, adequate time management, and compliance with applicable laws and regulations.