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Assistant Relationship Manager
Salary undisclosed
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- Client Support: Provide administrative and operational support to Relationship Managers in managing client portfolios and ensuring high levels of client satisfaction.
- Account Management: Assist with opening and maintaining client accounts, managing documentation, and ensuring all account-related tasks are handled in a timely manner.
- Transaction Processing: Process client transactions, including deposits, withdrawals, transfers, and investments, ensuring accuracy and compliance with internal controls.
- Portfolio Support: Assist in preparing reports and presentations related to clients’ investment portfolios, financial planning, and performance reviews.
- Client Onboarding: Support the onboarding process of new clients, including gathering necessary documentation, assisting with KYC (Know Your Customer) requirements, and coordinating initial meetings.
- Administrative Assistance: Maintain accurate records, files, and documentation related to client accounts and ensure that all regulatory and compliance requirements are met.
- CACS 1 & 2 required
- 5+ years of experience within the private banking sector
- Strong organizational and multitasking abilities
- Proactive attitude with the ability to anticipate client needs
- Ability to work under pressure and meet deadlines
- Client Support: Provide administrative and operational support to Relationship Managers in managing client portfolios and ensuring high levels of client satisfaction.
- Account Management: Assist with opening and maintaining client accounts, managing documentation, and ensuring all account-related tasks are handled in a timely manner.
- Transaction Processing: Process client transactions, including deposits, withdrawals, transfers, and investments, ensuring accuracy and compliance with internal controls.
- Portfolio Support: Assist in preparing reports and presentations related to clients’ investment portfolios, financial planning, and performance reviews.
- Client Onboarding: Support the onboarding process of new clients, including gathering necessary documentation, assisting with KYC (Know Your Customer) requirements, and coordinating initial meetings.
- Administrative Assistance: Maintain accurate records, files, and documentation related to client accounts and ensure that all regulatory and compliance requirements are met.
- CACS 1 & 2 required
- 5+ years of experience within the private banking sector
- Strong organizational and multitasking abilities
- Proactive attitude with the ability to anticipate client needs
- Ability to work under pressure and meet deadlines