Assistant Relationship Manager (Private Banking & Wealth Management Department)
Core
Support relationship managers in executing client transactions, account openings, and delivering high-quality service to high net worth clients.
Role type
Assistant Relationship Manager (Private Banking)
Builds
Client accounts and transaction execution for high net worth individuals
Domain
Private Banking & Wealth Management
Deliverable
client delivery
Required skills
Investment product knowledge, Banking procedures, Account opening procedures, Regulatory compliance, Report preparation, Documentation management
Preferred skills
ECF qualification
Technologies
N/A
Responsibilities
Support relationship managers in performing client transactions, Execute client instructions and account opening procedures, Prepare required reports for sales monitoring, Ensure compliance with bank policies and legislative requirements, Follow up on pending documentation
Seniority
Mid-level, IC