Assistant Relationship Manager

Job Description

Key responsibilities

• Customer Care and Communication: Maintain close and proactive communication with clients, addressing their inquiries related to accounts, missing documents, e-banking, and other issues. Update and maintain accurate customer information with internal systems, ensuring data integrity and confidentiality.
• Handling Customer Orders: Receive and process client orders in collaboration with the Relationship Manager in areas such as securities, foreign exchange, and payment transactions. Monitor transaction processes to ensure timely execution and address any discrepancies or issues that may arise. Handling processes such as securities deliveries, trade settlements, loan maturities, and deposit management. Provide clients with updates and confirmations regarding their orders.
• Administrative and Compliance Management: Undertake comprehensive organisational and administrative tasks, including managing correspondence and credit demands. Ensure all necessary documentation for the account opening process is completed accurately and promptly. Ensure compliance with all regulatory requirements and internal policies. Support the preparation and submission of reports to regulatory bodies as required.
• Relationship Management Support: Efficiently support Relationship Managers in all organisational matters and coordinating travel arrangements. Prepare comprehensive materials for and after customer appointments, including briefing notes, reports and presentation decks.

Requirements

Qualifications and skills for the job

• Educational background: A completed banking apprenticeship is typically expected. Alternatively, candidates with a basic commercial apprenticeship and several years’ practical experience in banking, or an equivalent education with relevant practical experience, will also be considered.
• Professional experience: Several years of practical experience in the banking sector, as well as experience in dealing with regulatory requirements and international clientele.
• Track record: Demonstrated ability to work independently, efficiently and accurately in a dynamic client-oriented environment. Proactive support of Relationship Managers and responsible handling of administrative tasks.
• Technical skills: Excellent knowledge of Office Management; experience in Avaloq is an advantage, ebanking and digital skills including AI.
• Language skills: Strong communication skills, both written and verbal, in English and the local language. Proficiency in additional languages relevant to the client base is an advantage. S1 expectations
• Knowledge and Application: Applies standardised procedures to basic client requests, order processing, and updating client records. Develops foundational understanding of administrative and compliance-related tasks in a structured environment.
• Impact and Accountability: Completes assigned tasks to expected standards and deadlines, alerting team members to any issues as necessary. Focuses on the accuracy of own work and supports the immediate work area.
• Job Autonomy: Works under close supervision with frequent check-ins and little discretion in approach. Seeks guidance for most situations and follows clear instructions.
• LGT Competencies: Demonstrates a basic understanding and initial application of LGT competencies.