Assistant, Relationship Manager
Core
Support a Relationship Manager in managing a client portfolio, handling credit applications, compliance, and operational requirements for banking clients.
Role type
Assistant Relationship Manager
Builds
Client portfolios, credit facilities, and banking services
Domain
Commercial Banking
Deliverable
client delivery
Required skills
Portfolio management, credit analysis, KYC compliance, risk monitoring, client service, documentation preparation
Preferred skills
Cross-selling, retention strategies, new business identification
Technologies
Banking systems, portfolio reporting tools
Responsibilities
Respond to client requests and resolve queries, maintain accurate client records and documentation, monitor account conduct and portfolio risk indicators, prepare credit applications and annual reviews, ensure adherence to regulatory and compliance requirements, refer qualified leads to the Relationship Manager
