Assistant Relationship Manager – Private Banking
Core
Assist Relationship Managers in customer onboarding, product introduction, credit approval, due diligence, agreement preparation, and monitoring client account transactions and instructions.
Role type
Assistant Relationship Manager – Private Banking
Builds
Banking and investment transactions including equities, fixed income, FX, OTC derivatives, mutual funds, and alternative investments.
Domain
Private Banking
Deliverable
client delivery
Required skills
Private banking products knowledge, operational procedures, credit approval, due diligence, agreement preparation, transaction monitoring, fund payment processing, loan disbursement instructions
Preferred skills
Strong knowledge of banking and investment systems
Technologies
Banking and investment systems
Responsibilities
Assist in customer onboarding, product introduction, credit approval, due diligence, and agreement preparation; cover client enquiries and monitor account transactions; execute banking and investment transactions; serve as key contact for monitoring customer instructions, fund payments, and loan disbursements.
Seniority
Mid-level, 3+ years experience