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Relationship Manager Support
1 week ago
We are seeking an experienced Relationship Manager Support professional to join our team at Perennial HR. The successful candidate will support Relationship Managers in managing a portfolio of high-net-worth clients.
Responsibilities:
The Relationship Manager Support professional will serve as the primary point of contact for clients, handling daily account administration across various Bank services and products. They will respond promptly and professionally to client requests, managing tasks end-to-end and collaborating with other teams to guarantee timely and accurate delivery.
The successful candidate will also support RMs in managing client relationships, including account opening, reporting, annual reviews, and credit applications. Additionally, they will prepare ad-hoc reports for clients and identify process improvements to enhance client satisfaction.
Requirements:
- Bachelor's degree with at least 5 years of relevant experience in Wealth Management
- CACS Paper 1 & 2
- Strong knowledge of trade execution, account opening documentation, payment processing, and securities transfers
