Job Description

Position: Assistant Relationship Manager This position is responsible for providing administrative and client services support to Relationship Manager (RMs).

Key Responsibilities

• Provide administrative and client services support to RMs.

• Liaison between clients, Back office, middle office, credit, risk and UAE RMs to carry out any client instruction.

• Co-ordinate and prepare onboarding account opening documentations

• Assist RMs to perform Know Your Client (KYC) searches and KYC profiling

• Respond promptly and responsibly to all client enquiries and/or requests and follow through to make sure the client’s request is executed.

• Ensure error free & timely execution of client’s instructions and orders.

• Monitor clients’ transactions and activities in a timely and professional manner.

• Ensure full adherence to Head Office policies including Asset Transfers, Credit, Account Maintenance, and Compliance etc.

• Ensure timely completion and update on call reports, documentation, client profile and any other administrative matters as required from time to time.

• Act as a backup to designated Assistant Relationship Manager

• Proactively manage own development needs and attend to relevant training for continuous upgrade.

• Work closely and effectively with non-marketing functions, in particular the Operations and Compliance in discharging daily works

• Maintain clients file, record, documentation, record, etc in order

• Group Core Values- Conduct business with utmost integrity and professionalism

• Comply at all times with applicable regulatory rules and obligations and any other relevant regulatory body/ authority.

• Good planning and organizing skills

• Knowledge of using Bloomberg is preferred