About the role
AI summarisedThis is an Assistant Relationship Manager role in the Treasures Private Client segment at a bank, focusing on providing wealth management services to high-net-worth clients. The role involves supporting senior relationship managers, handling client inquiries, and ensuring compliance with banking regulations.
BusinessFull-timeGeneral
Key Responsibilities
- Assist Relationship Managers in servicing and growing a portfolio of high-net-worth clients.
- Handle client inquiries and provide timely responses on account-related matters.
- Prepare credit proposals and review documentation for new and existing facilities.
- Ensure all transactions comply with internal policies and regulatory requirements.
- Support the team in achieving business targets and cross-selling banking products.
- Maintain accurate client records and update account information in the system.
- Coordinate with internal departments to facilitate client requests and transactions.
Requirements
- Bachelor's degree in Finance, Business, Economics or related field.
- At least 2 years of experience in private banking or wealth management.
- Strong knowledge of banking products and services.
- Excellent communication and interpersonal skills.
- Ability to work in a fast-paced environment and handle multiple tasks.
- Proficient in Microsoft Office applications.
- Good understanding of AML and KYC regulations.
- Team player with a proactive attitude.
- Client-focused with strong problem-solving skills.
- Familiarity with credit analysis and risk assessment.