Job Description

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Key Accountabilities of the role
Portfolio Growth and Financial Targets: * Assist in achieving assigned financial and non-financial objectives.

• Support the management and growth of portfolios, focusing on increasing liabilities, FX, fees, and trade transactions while meeting overall financial targets.
• Aid in ensuring portfolio growth compared to the previous year.
• Assist in identifying and seizing cross-selling opportunities to enhance revenue streams.
• Help implement strategies to maximize portfolio growth while minimizing risk, supporting regular SWOT analyses.
• Support efforts in cross-selling to increase product share per customer, aiding in maximizing revenue from the existing portfolio.
• Assist in targeting high transactional and high-value balance companies for onboarding.
• Support regular visits and calls with clients to maintain rapport and identify new business opportunities.
• Assist in reporting on portfolio activities, achievements, and challenges to management, providing feedback and suggestions for improvement.
• Aid in proactively seeking new business opportunities and referrals from existing clients.
• Assist in conducting financial assessments accurately to understand clients' needs and risk tolerance.
• Support the identification and cultivation of new business relationships with potential clients through networking and prospecting activities

Client Relationship Management and Customer Service: * Support in serving all clients, particularly focusing on the elite segment.

• Aid in enhancing relationships with business banking customers, prioritizing the elite segment in financial and service aspects.
• Support the service of all clients with a particular focus on the elite segment.
• Assist in communicating regularly with clients to foster growth and satisfaction, addressing complaints promptly and providing excellent service.
• Aid in utilizing various communication channels to maintain strong client relationships, focusing on the elite segment.
• Assist in enhancing relationships with business banking customers, prioritizing the elite segment in financial and service aspects.
• Maintain professionalism and ethical standards in all interactions with clients and internal stakeholders.

Portfolio Risk Monitoring: * Help maintain awareness of risk parameters including AML, compliance, and regulations.

• Assist in providing necessary inquiries and documents to the compliance department.
• Support the identification and assessment of potential risks or suspicious activities.
• Aid in monitoring customer transactions for signs of risk or non-compliance.
• Assist in conducting ongoing due diligence and updating customer records accordingly.
• Assist in reviewing and updating client profiles and risk ratings regularly to ensure accuracy and compliance.

Professional Development and Adaptability: * Support staying updated on banking products, services, and industry trends.

• Participate in training and development opportunities.
• Demonstrate flexibility to adapt to changing needs, including working in multiple locations.
• Collaborate effectively with internal teams and partners.
• Adhere to organizational policies and regulatory guidelines
• Contribute to meeting or exceeding targets while maintaining high customer satisfaction.

Specialist Skills / Technical Knowledge Required for this role:
Minimum Requirements for Assistant Relationship Manager:

• Bachelor's degree in Finance, Business Administration, or related field.
• Minimum of 2 years of experience in banking or financial services
• Excellent knowledge of business banking, trade products, and foreign exchange rates.
• Strong communication and interpersonal skills.
• Proficiency in customer complaint resolution and service delivery.

Previous experience required (if any)
Experience:

• Minimum of 2 years of experience in banking or financial services

Skills Required