t A d m i n i s t r a t io n & M a na g em e n t

• E n s u r e s t h a t a cc u r at e a n d h i g h - q u a l i t y c l i e n t r e l at i o n s h i p d o c u m e n tat i o n f o rm a l i t i e s a r e m e t a n d m a i n ta i n e d t o a h i g h s ta n d a r d a t a l l t i m e s i n c l u d i n g c l i e n t i d e n t i f i c at i o n d o c u m e n tat i o n ( C D B ) , a c c o un t o p e n i n g f o rm s a n d o t h e r r e l ev a n t l e g a l f o rm s
• A c t i ve l y e n s u r e s t h a t o p e r at i o n a l a cc o un t m a n a g e m e n t i s un d e r ta k e n pr o f ess i o n a ll y, w i t h a l l ta s k s / s y s t e m a l e r t s c l e a r e d d i r e c t l y w h e r e p o ss i b l e o r v i a R M i f i n v e s t m e n t - r e l at e d a d v i c e i s n ee d e d
• W h e r e a p p r o pr i at e i s p a r t o f c l i e n t m ee t i n g s a n d eve n l e a d s p a r t s o f t h e m ee t i n g ( e . g . d o c u m e n tat i o n f o rm a l i t i es , c o m p li a n c e , o t h e r r e q u es t s o f t h e c l i e n t ) i f c a s e a ll o w s
• A c t i ve l y m a i n ta i n s c l i e n t k e y d at a i n l i a i s o n w i t h t h e R M t o e n s u r e C R M a n d o t h e r d at a se t s a r e c o r r e c t f o r g oo d m a i n t e n a n c e o f t h e r e l at i o n s h i p
• I n t e r a c t s w i t h c l i e n t s i n a n i n d e p e n d e n t a n d pr o f ess i o n a l m a nn e r i n a l l a s p e c t s o f a cc o un t m a n a g e m e n t
• P r o a c t i ve l y ta k e s t h e l e a d i n s u p p o r t i n g t h e R M s / T H i n c l i e n t r e l at i o n s h i p a n d a l l r e l at e d ta s k s ( s y s t e m s , a p p l i c at i o n s , pr o c esses , d o c u m e n t s e t c . ) , w i t h h i g h - q u a l i t y, pr e c i s i o n a n d t i m e l y r es p o n s i ve n es s
• E n s u r e s o p e r at i o n a l c o ve r a g e a n d c l i e n t i n t e r a c t i o n ( n o t a d v i c e ) w i t h i n t h e t e a m d u r i n g a b s e n c es .
• C o m p i l e s pr ese n tat i o n s , i n d e p e n d e n t l y d r a f t s i n ves t m e n t pr o p o s a l s a n d s u p p o r t s i n m a r k e t i n g a c t i v i t i e s
• C r e at e s a n d pr o v i d e s c l i e n t s w i t h c u s t o m i z e d i nf o rm at i o n , r e p o r t s a n d s tat i s t i c s, e t c .
• M a n a g e s t h e R M / T H ’ s c a l e n d a r , pr e p a r e s c l i e n t m ee t i n g s , o rg a n i z e s b u s i n es s t r i p s , c o m p l e t e s t h e p o s t pr o c ess i n g o f c l i e n t c a ll s , c l i e n t m ee t i n g s o r b u s i n es s t r i ps f o r R M s / T H s o n h i s / h e r o w n

Business Management

• M a n a g e s t h e i n t e r n a l pr o j e c t s w h i c h i m p a c t t h e a cc o u n t r e l at i o n s h i ps o f a n R M , d i r e c t l y s o l v i n g t h e a d m i n i s t r at i v e i ss u e s t h a t a r i s e a n d e n s u r i n g t h a t a l l r e l ev a n t s y s t e m s a r e m a i n ta i n e d a n d u p d at e d a n d a l l d o c u m e n tat i o n c o ll e c t e d a s n e c ess a r y
• C o ll e c t s a n d s h a r e s r e l ev a n t i nf o rm at i o n , i d e a s , f i n d i n g s a n d r ese a r c h w i t h c o ll e a g u e s t o i m pr o v e p r o - c esse s a n d t o i n c r e a s e pr o d u c t i v i t y a n d q u a l i t y
• O rg a n i se s h i m se l f / h e r se l f i n a n e ff i c i e n t a n d c o m p li a n t m a nn e r a n d e n s u r e s t i m e l y a n d a p p r o p r i at e i nf o rm at i o n o f t h e s u p e r i o r
• C o n d u c t s r ev i e w s , p l a n s a h e a d a n d d o c u m e n t s h i s / h e r o w n w o r k a t a l l t i m e s
• P r o v i d es pr o f ess i o n a l i n p u t pr o p o s a l s f o r i m pr o ve m e n t s b a se d o n e x p e r i e n c e , i n c i d e n t o cc u r r e n c e o r o b s e r v at i o n
• M a n a g e s t h e e x p e n s e c l a i m pr o c es s f o r RM s / T H pr o a c t i ve l y .

Risk Management & Controls

• A c t i ve l y h e l ps m a n a g i n g r i s k ( s u p p o r t f i r s t l i n e o f d e f e n c e ) , i . e . i n c l i e n t d o c u m e n tat i o n , by r a i s i n g c o n c e r ns , f o ll o w i n g u p o n i ss u e s i n d e p e n d e n t l y a n d by es c a l at i n g w h e n i n d o u bt
• E n s u r es a d h e r e n c e t o l o c a l r e g u l at i o n s a n d c o m p li a n c e w i t h i n t e r n a l p o l i c i e s a n d s ta n d a r d s ( e . g . n e w a cc o un t o p e n i n g s , p a y m e n t i n s t r u c t i o n s , r ev i e w i n g c l i e n t p h o n e c a ll s o r s i g n i n g o f f a t o w n l eve l o f c o m p e t e n c e e t c . ) i n c o ll a b o r at i o n w i t h t h e r es p e c t i v e R Ms a n d TH
• E n s u r es t i m e l y c l e a r a n c e o f p e n d i n g i t e m s a n d es c a l at e d d e f i c i e n c i e s
• E n s u r e s a p p r o pr i at e e t h i c a l a n d c o m p li a n t b e h a v i o u r i n h i s / h e r a r e a o f r es p o n s i b i l i t y
• E n s u r e s c o rr e c t , m e a n i n g fu l a n d un d e r s ta n d a b l e d o c u m e n tat i o n o f c l i e n t i n t e r a c t i o n / c l i e n t o r d e r s i n t h e c o rr es p o n d i n g t oo l s ( e . g . C R M , Di A S )

YOUR PROFILE

Requirements

• Commercial apprenticeship and job related higher degree (e.g. Bachelor, CFA/AZEK/CAIA)
• 4 - 5 years of working experience as an Assistant Relationship Manager in a Bank
• Proven track record in servicing banking clients with complex needs (on boarding of new clients, maintaining and extending current relationships)
• Several years of experience in Compliance topics and is aware of current regulations and KYC related needs
• Operate proficiently Microsoft Office for working on regular presentation preparations, spreadsheets
• Strong organizational skills
• Fluency in English (oral and written) is a must, German and Russian are an advantage
• Service oriented, discreet and responsible
• Friendly, open personality, well-presented and professional appearance
• Able to work independently, well organized, swift and accurate even when under pressure

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