职业类别
Customer Support/Service, Banking Operation, Secretary, Back/Middle Office
工作内容
Our client is a globally recognized private bank with European origins. The Assistant Relationship Manager plays a crucial role in supporting Relationship Managers (RMs) within the front office, providing administrative assistance and client service to Private Banking clients.【 Responsibilities 】1) Client Administration & Management- Supports RM 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 calendar, prepares client meetings, organizes business trips, and completes the post-processing of client calls, client meetings, or business trips for RMs- Compiles presentations and supports in drafting investment proposals and in marketing activities if needed (client reception, meetings, business trips, events, etc.)- Ensures coverage in case of own absences 2) Business Management- Regularly collects and exchanges relevant information necessary for the job- Organizes himself/herself in an efficient and compliant manner and ensures timely and appropriate information of the superior- Conducts reviews, plans, and documents his/her work at all times- Supports RM in the implementation of projects and initiatives- Provides professional input proposals for improvements based on experience, incident occurrence, or observation- Manages the expense claim process for RM- Provides ongoing administrative support- Assists the RM in achieving their targets: ・Identifies opportunities for a share of wallet increases/cross-sales ・Contacts clients to check satisfaction with service levels and to enquire about additional needs- Undertakes research assignments as required3) Regulatory Responsibilities &/Risk Management & Controls- Actively helps manage risk (support the first line of defence), 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- Ensures timely clearance of pending items and escalated deficiencies- Ensures appropriate ethical and compliant behaviour 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)- 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 regulations