Assistant Relationship Manager 03N25

The Assistant Relationship Manager plays a critical role in supporting senior relationship managers by enhancing client satisfaction and ensuring the seamless execution of client-related tasks. This position involves daily interaction with clients, requiring excellent communication and interpersonal skills. The Assistant Relationship Manager will assist in developing and maintaining strong relationships with clients, as well as executing day-to-day administrative and operational tasks within the relationship management team. This position is crucial for helping the company achieve its financial targets and providing exceptional service to its clients. A successful Assistant Relationship Manager will possess a keen attention to detail, multitasking capabilities, and the ability to handle sensitive financial information with integrity.

Responsibilities

• Assist senior relationship managers in maintaining and developing strong client relationships.
• Provide support in the preparation and review of client presentations and reports.
• Coordinate and follow up on client requests and inquiries in a timely manner.
• Conduct basic analysis of client financial data for review by senior managers.
• Help prepare documentation required for new client onboarding processes.
• Support the execution of transactions and ensure client instructions are met accurately.
• Engage with clients to understand their needs and report feedback to senior managers.
• Assist in monitoring and managing client account activities for compliance and performance.
• Organize client meetings, including logistics, scheduling, and agenda preparation.
• Maintain updated records and files for client accounts and interactions.
• Identify opportunities for cross-selling financial products and services to clients.
• Collaborate with internal departments to ensure coordinated client service delivery.

Requirements

• Bachelor’s degree in finance, business, or a related field required.
• Minimum of 2 years of experience in financial services or client relationship roles.
• Exceptional communication and interpersonal skills, both written and verbal.
• Ability to manage multiple tasks and prioritize workload effectively.
• Strong analytical skills with excellent attention to detail and accuracy.
• Proficiency in Microsoft Office Suite and basic financial software applications.
• High level of integrity and professionalism in handling confidential information.