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assistant relationship manager, private bank
Salary undisclosed
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...Our client is an established Private Bank with a global presence. As part of their expansion plans, we are looking for an experienced Assistant Relationship Manager to join the team!About The Job
- Process client payment orders, executing securities, funds, bonds and other trades
- To liaise closely with various stakeholders to investigate and resolve any client enquiries or issues
- Assist in account opening process and the maintenance of client data and reports
- Ensure that all transactions adhere to regulatory requirements and internal policies
- Any other ad hoc duties as required
- Bachelor Degree in Banking and Finance or related fields
- Carries at least 4 - 6 years of relevant experience in a Private Bank or Wealth Management Firm
- Completion of CACS Papers 1 & 2 will be an added advantage
- Strong interpersonal and organisational skills