About the Role
The Assistant Relationship Manager (ARM) supports one or more Relationship Managers (RM) / Group Heads (GH) in daily operations, administration, and client management. The ARM interacts with internal and external stakeholders, provides clients with relevant information, and assists the RM in implementing customized solutions. The ARM serves as a role model in delivering high-quality service to RMs/GH in a fast, professional, and friendly manner, contributing to the team’s efforts to manage, develop, and grow its client base. They channel client feedback to the relevant individuals or departments within the organization to foster continuous improvement and fast adaptation of processes.
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Your Challenge
Client Administration & 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, and completes post-processing of client calls, meetings, or business trips for RMs/GH.
- Compiles presentations, supports in drafting investment proposals, and assists in marketing activities if needed (client reception, meetings, business trips, events, etc.).
- Ensures coverage in case of own absences.
Business Management
- Regularly collects and exchanges relevant information necessary for the job.
- Conducts reviews, plans, and documents his/her work.
- Supports RM/GH in the implementation of projects and initiatives, in close alignment with the Group Business Manager.
- Provides professional input proposals for improvements based on experience, incident occurrence, or observation.
- Manages the expense claim process for RMs/GH.
Risk Management & Controls
- Actively helps manage risk (support first line of defense), i.e., in client documentation, by raising concerns, following up on issues, and 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, GH, and Group Business Manager.
- Ensures timely clearance of pending items and escalated deficiencies.
- Ensures appropriate ethical and compliant behavior in his/her area of responsibility.
- Ensures correct, meaningful, and understandable documentation of client interaction/client orders in the corresponding tool (e.g., CRM, DiAS).
Your Profile
Personal & Social Skills
- A natural team player.
- Ability to relate to colleagues from diverse backgrounds.
- Open, approachable, and displays genuine interest in people and in improving processes.
- Always communicates in a competent and professional manner.
- Highly service-oriented and passionate about client servicing.
- Systematic, precise, and diligent working style with the ability to perform under pressure.
- Personal integrity and ethical behavior.
Professional & Technical Skills
- Appropriate understanding of relevant products and services in Private Banking.
- Basic knowledge of global financial markets and current developments in the industry.
- Sound affinity with the geographic market(s) covered, i.e., familiar with the legal and regulatory environment as well as cultural awareness.
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.
- Proven track record in servicing banking clients with complex needs (onboarding new clients, maintaining and extending current relationships).
