Assistant Relationship Manager Floater, Private Banking
Core
Support Relationship Managers in managing client relationships, conducting meetings, and addressing inquiries for a diverse portfolio of clients.
Role type
Assistant Relationship Manager
Builds
Financial solutions including deposits, investments, insurance, mortgages, credit cards, and personal loans
Domain
Banking / Private Banking
Deliverable
client delivery
Required skills
client relationship management, cross-selling, up-selling, client record maintenance, problem-solving, analytical thinking, banking software proficiency
Responsibilities
Provide exceptional customer service and support to clients, assist in managing client relationships, collaborate with teams for seamless service delivery, identify opportunities to cross-sell and up-sell products, maintain accurate client records, contribute to process improvements