Assistant Relationship Manager Floater, Private Banking
Core
Support Relationship Managers in managing client relationships and delivering financial solutions to a diverse portfolio of clients.
Role type
Assistant Relationship Manager (Private Banking)
Builds
Client relationships and financial service delivery
Domain
Banking / Private Banking
Deliverable
client delivery
Required skills
client relationship management, cross-selling, up-selling, client record maintenance, process improvement, financial software proficiency
Responsibilities
Conduct client meetings, prepare client reports, address client inquiries, collaborate with internal teams for problem resolution, identify cross-sell and up-sell opportunities, maintain accurate client documentation
Seniority
Junior, individual contributor