Beschreibung

As a Relationship Support Manager, you will play a crucial role in building and maintaining strong partnerships with clients. Your day-to-day responsibilities will involve analyzing financial data, designing tailored solutions, and providing expert advice to ensure clients achieve their financial goals while navigating industry trends and risks.

Anforderungen

• •In-depth technical knowledge and experience in assigned area of expertise
• •Thorough understanding of principles and concepts within area of expertise
• •Fluency in English and German
• •Experience supporting sales activities for NBFI or FI clients
• •Good knowledge of the German market and industry practices
• •Confident presentation skills, including preparation of client-facing materials
• •Strong written and verbal communication skills with a client-focused mindset
• •Experience in Transaction Banking middle office functions with understanding of operations
• •Assessment on key critical skills relevant for success in role
• •Mandatory regulatory qualifications or minimum qualifications to meet internal benchmarks

Aufgaben

• •Establish and nurture partnerships with corporate and individual clients
• •Manage client relationships to identify financial goals and challenges
• •Analyze data from investment portfolios and cash flows for insights
• •Research industry trends and regulatory landscapes for strategic recommendations
• •Design customized solutions that meet client needs and objectives
• •Communicate value propositions and negotiate beneficial terms
• •Provide expert investment advice and risk management strategies
• •Assess financial, legal, and operational risks in client relationships
• •Document client interactions and transactions for transparency
• •Monitor client satisfaction and evaluate relationship management effectiveness
• •Lead and supervise a team, guiding professional development
• •Partner with other functions and business areas for collaboration
• •Take responsibility for team operational processing and activities
• •Escalate policy breaches appropriately
• •Advise on decision-making within areas of expertise
• •Manage risk and strengthen controls in your work
• •Maintain knowledge of organizational products and processes
• •Make evaluative judgments based on factual information analysis
• •Resolve problems using technical expertise and precedents
• •Act as a contact point for stakeholders outside the immediate function
• •Execute structured engagement plans to identify client objectives
• •Maintain up-to-date knowledge of client sectors and compliance requirements
• •Provide actionable insights on investment strategies and market developments
• •Support KYC processes and day-to-day business operations