Assistant Relationship Manager
Core
Supports Relationship Managers and Group Heads in daily operations, client administration, and customizing client solutions within Private Banking.
Role type
Assistant Relationship Manager (Private Banking)
Builds
Client service experiences, administrative support for RM/GH activities, and compliant client documentation.
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
client administration, calendar management, presentation compilation, investment proposal support, expense claim processing, risk management support, regulatory compliance, CRM tool usage, market knowledge, cultural awareness
Preferred skills
none stated
Technologies
CRM, DiAS
Responsibilities
Support RMs/GH in client interaction and related tasks; customize client requests (reporting, statistics, mailings); manage calendars and organize business trips; compile presentations and support drafting investment proposals; collect and exchange relevant business information; conduct reviews and document work; support project implementation; manage expense claims; assist in risk management and client documentation; ensure adherence to regulations and internal policies.
Seniority
Individual Contributor, support level