Assistant Relationship Manager

Client Administration and Management

• Supports RMs/GR in client interaction and ad related tasks (systems, processes, files, documents etc.) with high quality standards and timely responsiveness
• Customizes client requests (reporting, statistics, meetings etc.)
• Manages the RMs/GR's calendars, prepares travel itineraries, organises business trips, completes expense reports, and ensures time efficient task management
• Completes presentations, and supports in drafting investment proposals and in marketing activities of selected client meetings, roadshows, business trips etc.
• Ensures coverage in case of absence

Business Management

• Regularly collects and exchanges relevant information necessary for the job
• Conduces reviews, plays, and ensures documentation in line with views
• Supports RMs/GR in implementation of projects and activities in close alignment with the Team Business Manager
• Compiles and attends annual meetings for key clients and attends relevant team meetings.
• Participating in processes like for implementation based on experience, incident occurrence or observation
• Monitors the external client forums for RMs/GR

Risk Management and Controls

• Assists RRs for managing client accounts (for the few of teams):
• Ensures adherence to client regulations and compliance with internal policies and standards (e.g., anti-corruption, payment instructions, drawing counter client from a group sign-off as well as verification of time and changes within the responsible RM's), and that formal back-ups procedures are met
• Exorcises responsibility for important clients to ensure adherence to professional and regulatory standards
• Exercises appropriate authority and complaint behavior in adherence to our responsibility
• Ensures correct, meaningful and understandable documentation of the product/activity/order/in the corresponding part job (CRM (DMS)

Personal and Social Skills

• A natural born closer
• Ability to relate to colleagues from diverse backgrounds
• Open, approachable and displays genuine interest in people and in improving processes
• Always communicative in a considerate and professional manner
• Highly present oriented with presentation skills
• Trustworthy, precise and diligent working style and the ability to perform under pressure
• Proactive mindset and client orientation

Professional and Technical Skills

• Appropriate understanding of relevant products and services in Private Banking
• Basic knowledge of current financial markets and current developments in the industry
• Aware and alert to the potential opportunities, risks and risks - familiar with the business and regulatory environment as well as cultural sensitivities

Education

• A postgraduate- or postgraduate-certified work experience and/or postgraduate studies.