Assistant Relationship Manager, Private Banking
Core
Supports Relationship Managers in servicing and growing client portfolios, providing tailored financial advice, and executing day-to-day transactions.
Role type
Assistant Relationship Manager (Private Banking)
Builds
Customized investment and wealth management solutions for private banking clients
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Portfolio monitoring, transaction execution, compliance adherence, financial reporting, client onboarding coordination
Preferred skills
CACS Papers 1 and 2, CMFAS Modules 1B, 5, 6A, and 8A
Technologies
Microsoft Office (Excel, Word, Outlook, PowerPoint)
Responsibilities
Support Relationship Managers in servicing and growing client portfolios, Assist in providing tailored financial advice across investments, lending, wealth structuring, and strategic planning, Oversee the efficient execution of day-to-day transactions including securities trades and loan drawdowns, Monitor client portfolios and support the development of investment and wealth management strategies, Prepare and deliver customized reports, tax documentation, and investment materials, Coordinate account opening and onboarding processes for new clients
Seniority
Mid-level, supportive IC