Assistant Relationship Manager
Core
Supports Relationship Managers in daily client administration, meeting logistics, and operational tasks within Private Banking.
Role type
Assistant Relationship Manager (support IC)
Builds
Client service operations and administrative support for Relationship Managers
Domain
Private Banking / Wealth Management
Deliverable
product features
Required skills
Client administration, calendar management, presentation compilation, expense claim processing, risk management support, regulatory compliance, CRM tool usage
Preferred skills
Knowledge of global financial markets, understanding of Private Banking products, cultural awareness of geographic markets
Technologies
CRM, DiAS
Responsibilities
Support RMs in client interaction and administrative tasks, manage RM calendars and organize business trips, compile presentations and support investment proposals, ensure compliance with internal policies and regulations, document client interactions in CRM tools
Seniority
Junior, operational support