Job Description
We are supporting a regional private bank in the hire of an Assistant Relationship Manager to provide dedicated support to Relationship Managers in delivering a high level of service to high-net-worth clients and ensuring the smooth execution of day-to-day banking and investment activities.
Key Responsibilities- Support Relationship Managers in managing and servicing high-net-worth clients across banking and wealth management products
- Assist with account opening, account maintenance, KYC reviews, and client onboarding documentation
- Process and follow up on client instructions, investment transactions, fund transfers, and other banking requests
- Coordinate with internal stakeholders including Operations, Compliance, Credit, and Product teams to ensure timely execution of client requests
- Prepare client meeting materials, portfolio reviews, investment subscription documents, and account reports
- Ensure all client reco...