Banking

Junior Relationship Manager – Private Banking

Published:
3rd April 2023
Location:
London, United Kingdom
Category:
Banking  
Job Type:
Salary:
Competitive
Role:
Operations & Middle Office

Description

We are working with an international Private Bank who are seeking an Arabic speaking Junior Relationship Manager to join a team in supporting the banks SRMs in client portfolio management.

Job Purpose

The Junior Relationship Manager is primarily responsible for assisting the Senior Relationship Manager in client portfolio management. The Job holder will become familiar with a specific client portfolio, develop an understanding of client requirements, plus knowledge of the Bank's range of products.

Responsibilities

  • Drafting and review Credit Proposals.
  • Cash flow analysis, Scrutiny of all documents, accounts payment history.
  • Account Opening/KYC & EDD
  • Follow a structured process as assigned by SRM to service existing customer.
  • Visit the customer with/without RM and write the call report, Resolve client query without further escalation.
  • Must respond promptly to emails and telephone calls.
  • Analysis/Documentation Support
  • Maintain the validity of accounts, monitoring receipt of payments from customer and documentation of their facilities. Monitor all accounts in term of credit movement, business volumes and control including pending/overdue documents and payments.
  • Resource Coordination
  • Pro-actively work with bank Operation, Credit, and other function to meet customer requirements as approved by SRM. Act as a reference for inter departmental activities to resolve all client servicing queries
  • To process all new accounts and completing the KYC/EDD supporting SRM in writing up the profile of the customer and background.

Skills and Experience

  • Client facing persona with 1-2 years of experience in Private Banking.
  • KYC on boarding knowledge would be ideal.
  • Must speak Arabic

Aisha Ishaq

  • 14 active jobs (view)
  • Senior Business Partner

    Refer a friend
Apply
Drop files here browse files ...

Related Jobs

Are you sure you want to delete this file?
/