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Head, Assistant Relationship Manager (Europe Middle East & Africa, Global South Asia)(Vice President)

Salary undisclosed

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Manage a team of ARM Team Leads, assist the Market Heads and Team Heads to manage the team of ARMs whose primary role is to provide administrative and client service support to Relationship Managers within the front office function servicing Private Banking clients. This includes supporting the RMs in the provision of financial advisory services to clients.Leadership and Management:
  • Lead and manage a team of ARMs/ARM Team Leads.
  • Establish close partnerships between RMs/ARMs to foster a strong relationship with clients by ensuring exceptional service and client satisfaction.
  • Work with ARMs to address complex client needs and sought resolution to issues and requests.
  • Provide direction, support to ARMs, fostering a collaborative performing team culture.
Resource planning
  • To ensure team is adequately staffed and able to deploy team members to provide and meet fluctuation in work volume, coverage for leave and work emergencies.
  • To screen, interview and hire suitable candidates for ARM role where necessary.
Performance Monitoring
  • Set performance goals for ARMs and ARM Team Leads and conduct regular performance reviews.
  • Analyze team performance and client feedback to drive continuous improvement.
  • Provide training, mentorship and guidance to ARMs/ARM Team Leads to ensure that they are competent to carry out their work.
Career Development and Mentorship
  • Enhance staff morale and career development through active staff engagement and review staff training needs.
  • Work with Learning & Development to review and provide feedback on the required training needs for ARMs /ARM Team leads.
  • Conduct performance assessment and succession planning.
Operational efficiency:
  • Identification of gaps and redundancies in processes and appropriately lead changes to bring about efficiency.
  • Partaking in working groups and provide feedback.
  • Proactively review and enhance process workflow to achieve improvement in operational efficiency, servicing and resolving functional operation issues.
  • Collaborate with other departments to ensure seamless operations and client experience.
Risk Management and Compliance
  • Ensure ARM Teams adherence to internal and external regulations and policies.
  • Identify and mitigate risk associated with private banking operations with the relevant stakeholders.
  • Maintain Business Continuity Planning.
Qualifications
  • Minimum 10 years of relevant experience in client servicing, operations, or sales support within financial institutions
  • Bachelor’s degree or diploma from reputable institutions
  • Strong understanding of financial products and services
  • Excellent interpersonal, communication and client interfacing skills
  • Strong leadership, problem solving and decision-making abilities
  • Possess future oriented mindset, strive to innovate, and adapt to changes
  • Strong understanding of inter-dependencies within the team and able to collaborate effectively across departments
  • Ability to thrive in a fast-paced environment and remain empathetic, passionate, and resilient
  • CACS certified
Manage a team of ARM Team Leads, assist the Market Heads and Team Heads to manage the team of ARMs whose primary role is to provide administrative and client service support to Relationship Managers within the front office function servicing Private Banking clients. This includes supporting the RMs in the provision of financial advisory services to clients.Leadership and Management:
  • Lead and manage a team of ARMs/ARM Team Leads.
  • Establish close partnerships between RMs/ARMs to foster a strong relationship with clients by ensuring exceptional service and client satisfaction.
  • Work with ARMs to address complex client needs and sought resolution to issues and requests.
  • Provide direction, support to ARMs, fostering a collaborative performing team culture.
Resource planning
  • To ensure team is adequately staffed and able to deploy team members to provide and meet fluctuation in work volume, coverage for leave and work emergencies.
  • To screen, interview and hire suitable candidates for ARM role where necessary.
Performance Monitoring
  • Set performance goals for ARMs and ARM Team Leads and conduct regular performance reviews.
  • Analyze team performance and client feedback to drive continuous improvement.
  • Provide training, mentorship and guidance to ARMs/ARM Team Leads to ensure that they are competent to carry out their work.
Career Development and Mentorship
  • Enhance staff morale and career development through active staff engagement and review staff training needs.
  • Work with Learning & Development to review and provide feedback on the required training needs for ARMs /ARM Team leads.
  • Conduct performance assessment and succession planning.
Operational efficiency:
  • Identification of gaps and redundancies in processes and appropriately lead changes to bring about efficiency.
  • Partaking in working groups and provide feedback.
  • Proactively review and enhance process workflow to achieve improvement in operational efficiency, servicing and resolving functional operation issues.
  • Collaborate with other departments to ensure seamless operations and client experience.
Risk Management and Compliance
  • Ensure ARM Teams adherence to internal and external regulations and policies.
  • Identify and mitigate risk associated with private banking operations with the relevant stakeholders.
  • Maintain Business Continuity Planning.
Qualifications
  • Minimum 10 years of relevant experience in client servicing, operations, or sales support within financial institutions
  • Bachelor’s degree or diploma from reputable institutions
  • Strong understanding of financial products and services
  • Excellent interpersonal, communication and client interfacing skills
  • Strong leadership, problem solving and decision-making abilities
  • Possess future oriented mindset, strive to innovate, and adapt to changes
  • Strong understanding of inter-dependencies within the team and able to collaborate effectively across departments
  • Ability to thrive in a fast-paced environment and remain empathetic, passionate, and resilient
  • CACS certified