Assistant Relationship Manager 08J26

As an Assistant Relationship Manager, you will play a crucial role in supporting the sales team by maintaining solid relationships with clients and ensuring the highest levels of customer satisfaction. In this position, you will assist in managing a portfolio of clients, providing them with the necessary banking solutions to meet their financial needs. With a keen eye for detail and excellent interpersonal skills, you will ensure that each client receives personalized service, leading to an enhanced customer experience and greater client retention. Your ability to understand client requirements and work collaboratively with internal teams will be vital in delivering tailored financial solutions that meet market demands.

Responsibilities

• Assist Relationship Managers in managing a diverse portfolio of clients effectively and efficiently.
• Develop and maintain strong relationships with existing clients to ensure client retention.
• Identify potential sales opportunities and communicate them to senior Relationship Managers.
• Coordinate with different departments to ensure smooth and timely execution of client requests.
• Prepare detailed reports on client accounts and market conditions for strategic planning.
• Monitor and track client inquiries, providing timely and accurate responses.
• Support in the onboarding process for new clients, ensuring a smooth transition.
• Analyze client feedback and communicate insights to improve service delivery.
• Assist in the preparation of client presentations and proposals to support sales efforts.
• Maintain up-to-date client records, ensuring accuracy and confidentiality.
• Provide administrative support to senior Relationship Managers as required.
• Stay informed on industry trends to provide clients with sound financial advice.

Requirements

• Bachelor’s degree in Finance, Business Administration, or a related field.
• Proven experience in a client-facing role within the financial services sector.
• Strong analytical skills to assess and respond to client needs accurately.
• Excellent communication and interpersonal skills to manage client relationships.
• Ability to work collaboratively in a team-oriented environment.
• Proficiency in Microsoft Office Suite and familiarity with CRM software.
• Detail-oriented with the ability to handle multiple tasks and meet deadlines.