About the role
Assistant Relationship Manager supporting high net-worth clients in private banking, handling client transactions and administrative tasks.
BankingOnsite
Key Responsibilities
- Achieving client retention by supporting Relationship Managers (RMs) in providing stellar service to high net-worth clients and following up promptly on client calls or queries.
- Partnering Client, Business Support and service providers to ensure prompt transaction processing and smooth delivery of client requirements.
- Acting as key client proxy for initiating client instructions, tracking & monitoring transactions, preparing relevant administrative loan documentation & instructions in compliance with regulatory requirements.
- Promptly recognizing and appropriately escalating issues to Management. Manage meetings and travel arrangements of RMs.
Requirements
- Bachelor's Degree with at least 3 years' experience in a banking service role.
- Knowledge of banking products and services such as foreign exchange, bonds, equities, derivatives, fund management products and financial structures.
- Familiar with bank and regulatory requirements.
- Meticulous and a great team player with excellent communication and interpersonal skills.
- Possess CACS Certifications 1 & 2.