Assistant Relationship Manager Job Description
Assistant relationship manager
provides quality and tailored business solutions to CB clients through the partnership with different Product teams including Treasury Services, Trade Services, Investment Banking, Asset Management & Credit Risk Management to deliver comprehensive JPM products.
Assistant Relationship Manager Duties & Responsibilities
To write an effective assistant relationship manager job description, begin by listing detailed duties, responsibilities and expectations. We have included assistant relationship manager job description templates that you can modify and use.
Sample responsibilities for this position include:
Provide support and consultation on primary contractual documents and process (SOW/Schedule, SLA, CSA’s)
Supports the monitoring of Supplier’s monthly performance against established service level commitments and client expectations and works to close gaps
Report ongoing status to demonstrate compliance
Responding to/resolving ad hoc client maintenance queries
Joint monitoring of Desk mailbox
Credit (Limit/Lombard/Mortgage) processing
Relationship 'farming' responsibilities as it relates to non-key EAMs
Business Management activities (eg project/platform inquiries/issues)
Supporting a number or project initiatives as a Subject Matter Expert (SME)
Collaboration with the Front Office Support team (FOS) to ensure appropriate and timely coverage of client and RM needs
Assistant Relationship Manager Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Assistant Relationship Manager
List any licenses or certifications required by the position: CS, HKSI, II, CACS, HK, RM, IAD, ICSA, NISM7, NISM
Education for Assistant Relationship Manager
Typically a job would require a certain level of education.
Employers hiring for the assistant relationship manager job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Finance, Business, Education, Management, Banking and Finance, MBA, Financial Analysis, Accounting, Agribusiness, Economics
Skills for Assistant Relationship Manager
Desired skills for assistant relationship manager include:
Banking products & services and procedures
Bonds
Derivatives
Equities
Fund management products and financial structures
Bank and regulatory requirements
Private Banking & Wealth Management area is an asset
Banking products
Credit and solid understanding of collateral requirements
Services and procedure
Desired experience for assistant relationship manager includes:
Serve EAMs and respond to their requests independently, ensuring timely escalation and resolution of issues under the supervision of the responsible Relationship Managers
Collaborate with the Front Office Support team (FOS) to ensure appropriate and timely coverage of client and Relationship Manager’s needs
Solid Assistant Relationship Manager relationship or operational experience working within professional or financial services
Good degree in any field
Organised and able to work with minimum supervision
Preparation and monitoring of timetables for key client events annual contributions / vesting of awards
Assistant Relationship Manager Examples
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Assistant Relationship Manager Job Description
Job Description Example
Our growing company is looking for an assistant relationship manager. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for assistant relationship manager
- Achieve world class excellence customer sevice by by providing distinctive wealth management products to Treasures Priority Banking customers
- Manages business relationship with new customers/ existing
- Address and follow-up on customer service requests/issues daily eg
- Become part of a global and client-focused firm committed to wealth management
- Receive quality support for your client relationships through a suite of comprehensive products and services
- Team up with exceptional talents in a highly performance-driven environment
- Can expect to benefit from a competitive compensation model
- Assist with the management of fee increases, invoice checking and debtors
- Address and manage operational issues in conjunction with Operations Manager(s) and his / her team to ensure maintenance of service standards
- Liaise with external third party contacts
Qualifications for assistant relationship manager
- BS above degree
- Minimum of 3 years proven and progressive financial services and/or retail sales experience or equivalent, including evidence of strong sales results and knowledge of insurance and investment products for referral purposes
- Uiversity undergraduate degree or Diploma in Business/Economics/Commerce would be an asset
- Ability to build and manage relationships with others
- Microsoft proficiency (Word, Excel and PowerPoint)
- Minimum of five years proven and progressive financial services and/or retail sales experience or equivalent, including evidence of strong sales results and knowledge of insurance and investment products for referral purposes
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Assistant Relationship Manager Job Description
Job Description Example
Our growing company is hiring for an assistant relationship manager. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for assistant relationship manager
- Support the RM on KYC, account openings, client on-boarding, preparation of loan records etc
- Handle clients enquires and help maintain the client relationships
- Coordinate with different departments to ensure smooth delivery of product/services to corporate clients
- Assist in preparation of credit reports and periodic review on client portfolios
- Assist on new on boarding for Treasures Private Client (TPC) client and sending out welcome pack
- Direct supervision of Relationship Lenders
- Work within the team to analyse complex lending scenarios for Commercial to Mid-Corporate customers with a funding requirement of €1m - €15m
- Complete detailed financial modelling and credit analysis
- Engage with Business Influencers and existing Bank customers displaying good interpersonal skills and strong commercial awareness
- Implement the customer relationship strategy for Business Banking clients
Qualifications for assistant relationship manager
- Minimum 2 year of experience (preferably in funding position)
- Possess at least Bachelor Degree from any major
- Good interpersonal and communication skill, selling skill, target oriented, has self confidence, work team
- A self starter who is ambitious and highly motivated team player
- Polytechnic Diploma / GCE A’Levels or Bachelor Degree from any discipline
- Minimum 3 years of work experience in the banking or financial services industry, preferably in branch operations or financial advisory
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Assistant Relationship Manager Job Description
Job Description Example
Our growing company is searching for experienced candidates for the position of assistant relationship manager. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for assistant relationship manager
- Formulate, complete and execute account plans for identified clients in the assigned portfolio to increase share of wallet size
- Ensure timely submission of RFP, pitches, meeting deal execution timelines, industry concurrences, credit memos and supervision reports
- Prepare financial models with P&L, B/S & cash-flow projections based on sound business and market assumptions
- Proactive monitoring and management of accounts, being alert to credit deterioration or improvement, and taking timely action including elevation to senior bankers and credit
- Conceptualize and undertake corporate finance analysis, including capital structure analysis, valuation analysis using DCF and comparables (preferred but not absolutely critical at this level)
- Handle loan & security documentation negotiations
- Assist TRM in preparing and completing customer documents
- Arranging document delivery from and to customer in timely manner
- In the absence of TRM, assist customer for basic administrative matter such as account inquiry, transaction inquiry, TD roll over
- Ensure full compliance with the codes & ordinance set by the Government and the regulatory authorities, the Bank’s policies, standards, guidelines & procedures
Qualifications for assistant relationship manager
- Selected candidate will be CFMAS certified as part of the role requirements
- Bachelors Degree with at least 3 years experience in a banking service role
- One to three years of banking experience, generally with some credit experience
- Strong knowledge of offshore compliance and regulatory requirements exposure to multicultural issues
- Thorough understanding of state and federal retail lending compliance and regulatory requirements
- New Delhi
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Assistant Relationship Manager Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of assistant relationship manager. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for assistant relationship manager
- Assist Relationship Managers to achieve budgeted revenue and other campaign targets
- Help drive sales process and enhance utilization by proactively identifying business opportunities and pursuing deals
- Provide high quality customer service on enquiry, transactions handling and offer operational solutions to enhance customer satisfaction
- Prepare comprehensive and clearly written BCA for credit approval in a timely fashion
- Promptly attend to excesses / bills referrals in accordance with the Bank's policy
- Proactively monitor excesses and communicate with customers in line with account strategy
- Monitor risks on a daily basis, ensure prompt reporting and take appropriate actions to deal with irregularities
- Ensure internal / external KYC requirements are adhered to AML CDD policies and procedures
- Maintain high quality standards in CDD Profiles and documentations
- Ensure CDD Profiles presenting to RMs are error-free for timely sign off
Qualifications for assistant relationship manager
- Bachelor’s Degree with 2 - 8 years' relevant experience in the China automotive industry
- Experience in corporate lending, corporate finance and investment banking would be an advantage
- Strong credit and financial analytical skills and structuring cross-border solutions, experience in industry research
- Strong interpersonal and excellent communication skills to serve offshore clients, candidates who can speak fluent Japanese, Mandarin and/or Bahasa Indonesia will be preferred
- Degree holder, preferably in business or finance related discipline
- Must be registered RI
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Assistant Relationship Manager Job Description
Job Description Example
Our growing company is hiring for an assistant relationship manager. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for assistant relationship manager
- Gather and analyze KYC information independently
- Follow up closely with customers on submission of financials for timely preparation of analysis
- Coach / develop clerical to facilitate better utilization of resources
- Executes modifications on forms and communication memos as needed
- Responds to general enquiries from clients and counsel relating to the administration of their Corporate Action
- Interface as the lead CRM point person dedicated to the Chevrolet Sales, Service and Marketing teams
- Cover new buying centers in an existing account for New Deal Generation
- Close large outsourcing engagements with EVP and C-level buyers
- Work closely with the presales, practices and delivery organizations to develop and deliver impactful proposals focused on solving client’s business problems
- Develop a client centric culture and cohesive teaming environment with delivery teams
Qualifications for assistant relationship manager
- Applicants must be willing to work in Jakarta
- Contract and Temporary position available
- Five to eight years’ experience in private banking
- A proven track record in growing AUM and revenue
- Previous exposure to the mass affluent market
- Manage and maintain all the required management information for the programme (Master Tracker database)