Building Wealth Management Careers
1 week ago
We are seeking a talented professional to join our team as an Assistant Relationship Manager. This is a developing role that requires a strong foundation in monitoring, assessing, analyzing, and evaluating processes and data.
Key Responsibilities- Deliver wealth management services to clients with guidance from experienced teams.
- Manage and execute client transactions with respect to business and individual banking, credit, and investment products.
- Take ownership of client investigations (e.g., statement reporting issues and pricing inquiries) and collaborate with operational and middle office teams to ensure effective resolution.
To be successful in this role, you will need to possess excellent communication skills, a strong analytical mindset, and the ability to work effectively in a team environment. You should also have a good understanding of industry practices and standards.
BenefitsAs an Assistant Relationship Manager, you will have the opportunity to develop your skills and knowledge in a dynamic and supportive environment. You will receive extensive on-the-job training and exposure to senior leaders, as well as more traditional learning opportunities. You will also have the chance to give back and make a positive impact through volunteerism.
OthersThe Assistant Relationship Manager role is a great opportunity for individuals who want to build a career in wealth management and develop their skills in a fast-paced and challenging environment.
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