Assistente de Gestor de Clientes
Core
Support the Relationship Manager in daily management and maintenance of an assigned client portfolio, serving as the central point of contact for clients from the office.
Role type
Client Relationship Assistant (Credit Portfolio Management)
Builds
Credit accounts, credit lines, and transactional services for corporate and commercial clients
Domain
Banking / Corporate & Commercial Finance
Deliverable
product features
Required skills
KYC compliance, credit account management, transaction processing, risk identification, customer verification, credit documentation preparation, sales cross-selling, data management, credit limit administration
Preferred skills
credit justification preparation, client onboarding, credit review coordination, financial reporting analysis
Technologies
banking databases, spreadsheets, credit scoring systems
Responsibilities
Manage daily portfolio operations including account associations, credit limit adjustments, and payment blocks; Ensure compliance with KYC and regulatory requirements; Identify and escalate new business opportunities to the Relationship Manager; Prepare credit documentation and justifications for credit approval/rejection; Monitor adverse account behavior and coordinate with the Credit Department; Maintain accurate client databases and credit schedules; Support client onboarding and annual reviews; Analyze portfolio performance against financial targets.
Seniority
Mid-level, hands-on IC