
Building Strong Client Relationships
5 days ago
The Assistant Relationship Manager plays a vital role in driving business growth and success. To excel in this position, you will be responsible for monitoring, assessing, analyzing, and evaluating processes and data to identify policy gaps and formulate policies.
- Deliver exceptional wealth management services to clients under the guidance of the Banker teams.
- Manage and execute client transactions with respect to business and individual banking, credit, and investment products while ensuring timely completion within audit and compliance standards.
- Take ownership of client investigations such as statement reporting issues and pricing inquiries, collaborating effectively with operational and middle office teams to resolve matters efficiently.
- Coordinate
- Client Relationship Management: Foster strong relationships with clients, providing them with tailored solutions and support to meet their financial needs.
- Transaction Execution: Manage and execute client transactions, including business and individual banking, credit, and investment products, ensuring timely completion and adherence to audit and compliance standards.
- Investigation and Resolution: Take ownership of client investigations, working collaboratively with operational and middle office teams to resolve matters efficiently and effectively.
- Team Collaboration: Work closely with internal teams to ensure seamless communication and coordination, driving business growth and success.
- Strong analytical and problem-solving skills to identify policy gaps and formulate effective solutions.
- Excellent communication and interpersonal skills to build strong relationships with clients and internal teams.
- Ability to work independently and collaboratively in a fast-paced environment.
- Strong attention to detail and ability to manage multiple tasks simultaneously.
This role offers a unique opportunity to grow your career in a dynamic and supportive environment. As a key member of our team, you can expect to receive:
- A competitive salary and benefits package.
- Ongoing training and development opportunities to enhance your skills and knowledge.
- A collaborative and inclusive work environment that supports your growth and well-being.
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