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Assistant Relationship Manager (Private Bank)

Salary undisclosed

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Key Responsibilities

  • Handle and liaise with support partners to resolve administrative and operational matters for the team
  • Handle clients' enquiries/ needs and assist in servicing their requirements
  • Establish good rapport with clients
  • Assist the team in executing investment transactions
  • Assist the team in monitoring clients' investments positions
  • Handle new account opening, account maintenance, credit application, etc.
  • Handle any periodic reviews i.e. credit, KYC and Client Risk Questionnaire
  • Highlight suspicious activities/ behaviour of clients and staff (e.g. account irregularities) to the team and respective departmants responsible for it
  • Attend all Compliance and mandatory training required by the local regulators
  • Understanding the bank's KYC/AML/CDD framework
  • Input of deals into the bank's proprietary system or raise appropriate deal tickets

Qualifications

  • Degree in any discipline
  • At least 3 years of experience working in a similar role/ capacity in the banking industry
  • CACS papers 1 & 2 certified
  • CMFAS certifications