Assistant Relationship Manager (Private Bank)

The Assistant Relationship Manager (ARM) Private Banking supports one or more Relationship Manager(s) (RM)/ Team Head(s) (TH) in daily operations, administration, client care and relationship management. The ARM interacts with internal as well as external stakeholders, provides clients with relevant information and supports the RM in implementing customized solutions. This position is the backbone of Client Relationship Management.

YOUR CHALLENGE

Client Administration & Management

• Supports RMs/TH 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.)
• Ensures coverage in case of own absences

Business Management

• Regularly collects and exchanges relevant information necessary for the job
• Conducts reviews, plans ahead and documents his/her work at all times
• Supports RM/TH in implementation of projects and initiatives
• Provides professional input proposals for improvements based on experience, incident occurrence or observation
• Manages the expense claim process for RMs/TH

Risk Management & 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 doubt
• Ensures 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 and TH
• Ensures timely clearance of pending items and escalated deficiencies
• Ensures correct, meaningful and understandable documentation of client interaction/client orders in the corresponding tool (e.g. CRM, DiAS)

YOUR PROFILE

Personal & Social Skills

• Team player
• Excellent situational adaptability (able to work with RMs and clients from diverse backgrounds)
• Highly service oriented and passionate about client servicing
• Always communicates in a friendly, competent and professional manner

Professional Skills

• Sound affinity with the geographic market(s) covered, i.e. familiar with the legal and regulatory environment as well as cultural awareness
• Good understanding of relevant products and services in Private Banking

Education and Experience

• Relevant educational (bank apprenticeship or equivalent) and professional background (work experience in the financial industry)
• Good language skills (verbal and written) according to specific market requirements
• CACS Papers I & II

We regret that only shortlisted candidates will be contacted.