Die Stelle
0301Supports RMs/GH in client interaction and all related tasks (systems, processes, files, documents etc.) with high-quality, precision and timely responsiveness
02Customizes client requests (reporting, statistics, mailings etc.)
03Manages the RM/GH’s calendar, prepares client meetings, organizes business trips, completes the post processing of client calls, client meetings or business trips for RMs/GH
04Compiles presentations, supports in drafting investment proposals and in marketing activities if needed (client reception, meetings, business trips, events etc.)
05Ensures coverage in case of own absences
06Regularly collects and exchanges relevant information necessary for the job
07Conducts reviews, plans, and always documents his/her work
08Supports RM/GH in implementation of projects and initiatives, in close alignment with the Group Business Manager
09Provides professional input proposals for improvements based on experience, incident occurrence or observation
10Manages the expense claim process for RMs/GH
11Actively helps managing risk (support first line of defence), i.e. in client documentation, by raising concerns, following up on issues and by escalating when in doubt
12Ensures adherence to local regulations and compliance with internal policies and standards (e.g. new account openings, payment instructions, reviewing client phone calls or signing off at own level of competence etc.) in collaboration with the respective RMs, GH and Group Business Manager
13Ensures timely clearance of pending items and escalated deficiencies
14Ensures appropriate ethical and compliant behaviour in his/her area of responsibility
15Ensures correct, meaningful and understandable documentation of client interaction/client orders in the corresponding tool (e.g. CRM, DiAS)
