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Assistant Relationship Manager
Banking Financial Services
Company shared salary
NA
Market rate
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Based on similar roles (title + domain + location).
Responsibilities
- ● Support Relationship Managers in maintaining and developing client relationships.
- ● Respond to client enquiries and coordinate with internal departments to ensure timely resolution.
- ● Identify potential business opportunities within the existing portfolio.
- ● Assist in cross-sell initiatives and customer engagement activities.
- ● Prepare credit proposals, credit memos, amendments, revalidations, extensions, and related documentation.
- ● Support industry and financial analysis for credit assessment purposes.
- ● Monitor portfolio documentation and ensure covenant compliance.
- ● Assist in portfolio reviews and ongoing credit monitoring.
- ● Support transactional requirements including trade finance, term loans, remittances, and other lending facilities.
- ● Coordinate disbursements and documentation with Operations, Trade Finance, and related teams.
- ● Assist with account opening, profile updates, digital banking applications, authorization letters, and balance confirmations.
- ● Ensure smooth execution of day-to-day banking requirements for clients.
- ● Liaise with Risk, Credit, Treasury, Legal, Operations, Compliance, and other internal stakeholders.
- ● Coordinate requests and documentation requirements to facilitate efficient turnaround times.
- ● Consolidate and submit reports to relevant departments when required.
- ● Conduct required customer and credit-related checks including AECB and other internal verification processes.
- ● Ensure adherence to AML, KYC, regulatory requirements, and internal policies.
- ● Support audit readiness and maintain accurate client and portfolio records.
- ● Ensure all activities comply with the Bank's governance and risk management frameworks.
Requirements
- ● Bachelor's Degree in a relevant discipline.
- ● MBA, CA, or CFA qualification would be an advantage.
- ● Minimum 4 years of experience in Business Banking, Commercial Banking, Corporate Banking, or a similar role.
- ● Experience supporting relationship management and credit-related activities.
- ● Sound understanding of commercial banking products and services.
- ● Exposure to credit analysis, financial statement analysis, and portfolio management.
- ● Knowledge of local banking regulations, AML requirements, and Central Bank guidelines.
- ● Competitive, performance-linked compensation.
- ● Medical coverage for you and your family.
- ● Comprehensive life insurance.
- ● Exposure to a diverse commercial client portfolio.
- ● Opportunities for professional development and career progression.
- ● Collaborative and high-performance work environment.
- ● Financial Analysis: Strong understanding of financial statements, ratio analysis, and forecasting.
- ● Credit Management: Experience in credit proposal preparation and portfolio administration.
- ● Customer Focus: Ability to provide responsive and professional client service.
- ● Stakeholder Management: Strong coordination skills across multiple internal functions.
- ● Regulatory Knowledge: Understanding of AML, KYC, compliance requirements, and local banking practices.
- ● Technical Skills: Proficient in MS Office and banking systems with strong attention to detail.
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