Assistant Relationship Manager

GENERAL DESCRIPTION

• The Assistant Relationship Manager (ARM) supports one or more Relationship Managers (RM) / Group Head(s) / CHRO in sales operations, administration and business support.
• The ARM deals directly with internal and

YOUR PROFILE

• KEY QUALITIES OF THE SOLUTION

CLIENT ADMINISTRATION AND MANAGEMENT

• Supports MRG or RM in overall administration of all related bank systems, processes, files, documents
• Manages with high-quality precision and timely implementation
• Customizes client reports regarding securities, analytics and reporting etc.
• Manages the RRGPM calendar, prepares client meetings, organizes business trips, completes the cost-processing of client calls, travel inquiries in museums/hotels/car rentals etc.
• Compiles presentations, organizes the booking of meeting spaces & technical assistants if needed (client reception, meetings, business trips etc)
• Ensures integrity and confidentiality of NDA (business/communications)

BUSINESS KNOWLEDGE

• Regularly reviews, plans, and exchanges relevant information necessary for the job
• Supports RM/MAN in preparation of policies and initiatives, in line alignment with the Team Business Manager
• Provides professional rapid proposals for improvements based on experience, collective resources or observations
• Manages the expense report process for MAN/CH

RISK MANAGEMENT, CONTINUITY & COMPLIANCE

• Actively helps integrity checks (support flow of edfcues), e.g. in client documentation, by seeing compliance of the client with regulatory and compliance requirements internally and externally for a new potential account opening/transfers increases, administrative checks on the existing process's or its new services and new accounts
• Ensures financial transactions of pending files and associated deadlines
• Reviews operational plans and collaborates to define the risk factors
• Ensures control internal and external regulatory and administrative client satisfaction letters in the corresponding tax in Q, QMU, DMU

REGULATORY COMPLIANCE

• Demonstration of appropriate values and behaviours (including but not limited to details on