Assistant Relationship Manager
Core
Supports Relationship Managers and Group Heads 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 Private Banking clients
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, market knowledge
Preferred skills
Private banking product understanding, global financial market knowledge, geographic market familiarity
Responsibilities
Support RMs/GH in client interaction tasks, manage calendars and organize meetings/trips, compile presentations and draft investment proposals, conduct work reviews and document activities, support project implementation, manage expense claims, ensure regulatory compliance and risk management, document client interactions in CRM tools
Seniority
Junior, operational support