Private Banking Assistant Relationship Manager /Client Service Officer
Core
Assist Relationship Managers in managing and developing client relationships by providing timely support, preparing documentation, conducting market research, and monitoring client portfolios.
Role type
Private Banking Assistant Relationship Manager
Builds
Client relationships and portfolio performance updates
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
CACS certification, financial product knowledge, market research, client onboarding, regulatory compliance, Microsoft Office Suite proficiency
Preferred skills
2+ years ARM experience in private banking, strong organizational skills
Responsibilities
Assist Relationship Managers in managing and developing client relationships, Prepare and maintain client documentation ensuring compliance, Conduct market research and prepare reports, Facilitate the onboarding process for new clients, Monitor client portfolios and provide regular updates, Coordinate with internal departments, Support the organization of client events, Assist in the development of marketing strategies