Assistant Relationship Manager (Bank) #ESY

Responsibilities

Assist Relationship Managers in servicing client accounts through understanding, anticipating, and executing client’s transactions and providing excellent administrative and organizational support.

Support Client Advisors (RMs) in client interaction and attend to client queries and review and resolve client enquiries and issues in a timely and satisfactory manner.

Prompt and accurate processing of clients banking and investment transactions. Activities include keying in of Post Executed Trades (PET), account onboarding and static maintenance, asset transfers, deposit, and loan processing.

Provide information pertaining to client accounts as well as collate reports, prepare client documents and follow‑ups with clients, if necessary.

Support the team with ad hoc administrative duties to ensure that optimal client service is provided.

Ensure adherence to local regulations and compliance with internal policies and standards and escalates service issues to relevant internal stakeholders.

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