Roles & Responsibilities
GENERAL DESCRIPTION
The Assistant Relationship Manager (ARM) supports one or more Relationship Manager(s) (RM) / Group Head(s) (GH) in daily operations, administration and client management. The ARM interacts with internal and external stakeholders, provides clients with relevant information and supports the RM in implementing customised solutions. Furthermore, the ARM acts as role model in bringing the best service quality to the RMs / GH in a fast, professional and friendly manner, and thus helping the team to manage, develop and grow its client base. They channel client feedback to the relevant individuals / departments within the Bank to foster continuous improvement and fast adaptation of processes.
KEY FEATURES OF THE POSITION
CLIENT ADMINISTRATION AND MANAGEMENT
- Supports RMs / GH in client interaction and all related tasks (systems, processes, files, documents etc.) with high-quality, precision and timely responsiveness
- Customizes client requests (reporting, statistics, mailings etc.)
- Manages the RM / GH’s calendar, prepares client meetings, organizes business trips, completes the
post processing of client calls, client meetings or business trips for RMs / GH
Compiles presentations, supports in drafting investment proposals and in marketing activities if needed (client reception, meetings, business trips, events etc.)Ensures coverage in case of own absencesBUSINESS MANAGEMENT
Regularly collects and exchanges relevant information necessary for the jobConducts reviews, plans, and always documents his / her workSupports RM / GH in implementation of projects and initiatives, in close alignment with the Team Business ManagerProvides professional input proposals for improvements based on experience, incident occurrence or observationManages the expense claim process for RMs / GHRISK MANAGEMENT AND CONTROLS
Actively helps managing risk (support first line of defence), i.e. in client documentation, by raising concerns, following up on issues and by escalating when in doubtEnsures adherence to local regulations and compliance with internal policies and standards (e.g. new account openings, payment instructions, reviewing client phone calls or signing off at own level of competence etc.) in collaboration with the respective RMs, GH and Team Business ManagerEnsures timely clearance of pending items and escalated deficienciesEnsures appropriate ethical and compliant behavior in his / her area of responsibilityEnsures correct, meaningful and understandable documentation of client interaction / client orders in the corresponding tool (e.g. CRM, DiAS)REGULATORY RESPONSIBILITIEs
Demonstration of appropriate values and behaviours including but not limited to standards on honesty and integrity, due care and diligence, fair dealing (treating customers fairly), management of conflicts of interest, competence and continuous development, adequate risk management, and compliance with applicable laws and regulationsPERSONAL AND SOCIAL SKILLS
A natural team playerAble to handle verbal and written communication with clients in the client's native language where applicableAbility to relate to colleagues from diverse backgroundsOpen, approachable and displays genuine interest in people and in improving processesAlways communicates in a competent and professional mannerHighly service oriented and passionate about client servicingSystematic, precise and diligent working style and the ability to perform under pressurePersonal integrity and ethical behaviourPROFESSIONAL AND TECHNICAL SKILLS
Appropriate understanding of relevant products and services in Private BankingBasic knowledge of global financial markets and current developments in the industrySound affinity with the geographic market(s) covered, i.e. familiar with the legal and regulatory environment as well as cultural awarenessREGULATORY
Representative under MAS SFA and / or FAATell employers what skills you have
CRM
Defence
Referrals
ARM
Private Banking
Risk Management
Administration
Channel
Written Communication
Approachable
Pressure
Statistics
Team Player
Post Processing
Adaptation