Assistant Relationship Manager

Job Descriptions:

• Serve as the primary point of contact for daily client inquiries, resolving operational issues, and escalating complex problems to the Relationship Manager (RM).
• Coordinate with internal departments (e.g., Credit, Legal, Operations, Compliance) to ensure client requests are processed efficiently.
• Attend client meetings alongside the RM to take minutes, capture action items, and follow up on deliverables.
• Drive the client onboarding process, ensuring all Know Your Customer (KYC), Anti-Money Laundering (AML), and regulatory compliance documentation is accurate and up-to-date.
• Maintain and update client databases and Customer Relationship Management (CRM) systems with meeting notes, pipeline updates, and contact information.
• Monitor account activities and assist in clearing administrative backlogs or compliance flags.
• Prepare pitch books, presentation materials, and customized proposals tailored to the client's financial or business needs.
• Assist in conducting financial analysis, market research, and portfolio reviews to identify cross-selling opportunities (e.g., cash management, trade finance, or investment products).
• Track the team's revenue targets, sales pipelines, and performance metrics, generating regular reports for management.

Qualifications:

• Bachelor's degree in Business Administration, Finance, Economics, Accounting, or a related field.
• 1–2 years of experience in banking, financial services, customer service, or B2B sales support. (Internships in relevant fields are often acceptable for entry-level ARMs).
• Exceptional verbal and written communication skills; ability to explain complex processes clearly to clients.
• High accuracy in processing documentation and analyzing financial data.
• Proactive in anticipating client needs and navigating internal bureaucracy to get things done.
• Ability to multitask and prioritize effectively in a high-pressure, fast-paced environment.