Assistant Relationship Manager
- Posted 8 months ago
- Be among the first 10 applicants
Job Description
Responsibilities:
1. Assist with client onboarding, KYC, and account documentation.
2. Handle client inquiries, trade execution (FX, bonds, equities), and portfolio updates.
3. Prepare meeting materials and coordinate client appointments.
4. Support business development by identifying cross-sell opportunities.
5. Ensure compliance with regulatory and internal policies.
Requirements:
1. Bachelor's degree in Finance, Business, or related field.
2. 3-8 years of experience in private banking or wealth management.
3. Strong knowledge of wealth products and compliance processes.
4. Excellent communication, organisational, and client-servicing skills.
More Info
Key Skills
account documentation
portfolio updates
compliance processes
Bonds
wealth products
About Company
Skills:
Aml, Kyc, Private Banking, Wealth Management, Client Servicing, Trade Execution
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