Assistant Relationship Manager

Job responsibilities:

Provide support to Relationship Managers in servicing clients, focusing on sustainable long-term client relationships, built on trust and mutual respect.

Provide highest professional level of client and account administration services with focus on accuracy and efficiency, including timely completion of administrative tasks

Conduct a sustainable business in line with regulatory expectations and the Bank’s Code of Conduct/directives/policies/processes.

Maintain personal ‘Fit & Proper’ requirements and fulfill industry competence/regulatory/notification requirements at all times.

Apply the highest standards in respect of client onboarding, investment suitability, quality of investment advice, banking and trading transactions, client monitoring, account reviews as well as documentation of client interaction – to ensure ongoing compliance with all applicable directives, rules & regulations.

Meet individual targets as per own BSC and attend all relevant meetings/trainings.

Understand the profile/needs of clients well to be able to match LGT’s offering with client requirements.

Meet the day-to-day servicing requirements of all clients (e.g. execute client transactions timely, ensure minimal errors, avoid complaints, avoid trading errors).

Make recommendations to Relationship Managers related to client portfolio opportunities and manage the costs in a sensible and entrepreneurial manner.

Understand and use LGT’s platform and offering responsibly, ensuring resources (e.g. Investment Services, Wealth Planning, Credit, Trading & Treasury, PBA Portal) are used effectively.

Be punctual, attend phones calls, cover lunch duty and backup other ARMs (expected and unexpected absences as assigned) in a prompt, efficient and professional manner.

Train and help new ARM / new team member on system and day-to-day tasks and responsibilities.

Support of marketing events/ functions.

Serve as a brand ambassador for the culture and values of LGT Group during interaction with clients/stakeholders and in public behaviour.

Continuously upgrade your skills and knowledge base (whilst at least fulfilling annual regulatory training requirements), on markets, products, research, etc., in order to discharge your role/duties in a satisfactory manner.

Always interact/communicate respectfully with all stakeholders (internal/external) and exhibit impeccable behaviour in day-to-day business.

Handle/support any additional task/ad hoc project as required/assigned.

Requirements

Minimum bachelor’s degree holder of business/banking/finance or relevant discipline

Prior experience in Private Banking industry and knowledge on Avaloq system is a plus

Team player, understands the importance of collaboration and is committed to service delivery excellence

Excellent communication skills, confident corresponding with internal and external stakeholders

Experience in supporting Thai-speaking clients

Continuously upgrade your skills and knowledge base (whilst at least fulfilling annual regulatory training requirements), on markets, products, research, etc., in order to discharge your role/duties in a satisfactory manner.

Always interact/communicate respectfully with all stakeholders (internal/external) and exhibit impeccable behavior in day-to-day business.

Handle/support any additional task/ad hoc project as required/assigned