Assistant Relationship Manager

About the role

The Assistant Relationship Manager (ARM) supports one or more Relationship Managers (RM) and Group Heads (GH) in daily operations, administration and client management. The ARM interacts with internal and external stakeholders, provides clients with relevant information and supports the RM in implementing customised solutions. The ARM also channels client feedback to the right departments so that processes can improve quickly.

Key responsibilities

• Client administration: support RMs/GH in client interaction, systems, processes, files and documents; customise client requests such as reports, statistics and mailings; manage the RM/GH calendar, prepare client meetings, organise business trips and handle post-processing of calls, meetings and trips; compile presentations and help draft investment proposals and marketing materials.
• Coverage: ensure availability in case of own absences.
• Business management: collect and exchange relevant information, conduct regular reviews and document work, support project implementation in line with the Team Business Manager, propose improvements and manage the expense claim process for RMs/GH.
• Risk and controls: help manage client documentation risks, raise concerns and escalate when in doubt; ensure adherence to local regulations and internal policies (new accounts, payment instructions, client calls); clear pending items and escalated deficiencies; ensure ethical and compliant behaviour.
• Documentation: record client interactions and orders correctly and meaningfully in tools such as CRM and DiAS.
• Regulatory: act as a representative under MAS SFA and/or FAA.

Required profile

• Natural team player who relates to colleagues from diverse backgrounds and shows genuine interest in people and process improvement.
• Competent, professional communication and a highly service-oriented attitude.
• Systematic, precise and diligent, able to work under pressure, with personal integrity and ethical behaviour.

Required skills

• Understanding of relevant Private Banking products and services.
• Basic knowledge of global financial markets and industry trends.
• Affinity with the covered geographic market, including its legal and regulatory environment and cultural awareness.