Assistant Relationship Manager
Core
Provide operational support, compliance documentation, and data management for corporate banking clients and relationship managers.
Role type
Assistant Relationship Manager (Corporate Banking)
Builds
Client onboarding packages, KYC/CDD documentation, credit review support materials, and regulatory reports.
Domain
Banking / Corporate Finance / Compliance
Required skills
KYC/CDD procedures, regulatory reporting, document verification, data entry, client communication, credit review support
Preferred skills
Financial statement analysis, trade screening, audit support
Technologies
Marketing database, regulatory reporting systems
Responsibilities
Coordinate with Compliance, Operations, and Risk teams to process client transactions; Prepare onboarding and KYC/CDD renewal documentation; Assist Relationship Managers in compiling credit review packages; Ensure accurate data entry and verification in the marketing database; Prepare and dispatch correspondence and regulatory reports to corporate clients.