Assistant Relationship Manager
Job Summary
We are seeking a proactive Assistant Relationship Manager to support our Corporate Banking team in delivering high-quality banking and client services. This role involves managing corporate accounts, credit administration, and trade finance support to ensure seamless client operations. It is an excellent opportunity for finance professionals to build a long-term career within a dynamic corporate banking environment.
Responsibilities
- Manage corporate client portfolios and account servicing
- Handle KYC documentation and customer onboarding
- Prepare credit applications and facility renewals
- Coordinate with internal departments for transaction execution
- Support post-lending administration and reporting
Required Skills
- Bachelor's Degree in Finance or related field
- 2+ years experience in Corporate Banking/Trade Finance
- Knowledge of KYC, AML, and regulatory requirements
- Strong stakeholder management and communication skills
- Proficiency in Microsoft Excel and PowerPoint
Job Details
Key Responsibilities:
- Support Relationship Managers in managing a portfolio of corporate banking clients by providing day-to-day relationship and account servicing.
- Assist with corporate account opening, customer onboarding, KYC documentation, periodic reviews and maintenance of client information.
- Prepare, submit and follow up on credit applications, annual credit reviews, facility renewals, limit setups and related internal approval processes.
- Coordinate closely with Operations, Compliance, Risk Management, Finance and other internal departments to ensure timely execution of banking transactions.
- Support post-lending administration, including loan documentation tracking, covenant monitoring, facility maintenance and internal reporting.
- Assist corporate clients with internet banking implementation, digital banking services and ongoing system support.
- Participate in User Acceptance Testing (UAT) for banking systems and digital banking platforms.
- Prepare management reports, client presentations and other internal documentation.
- Support departmental projects and perform other duties assigned by management.
Requirements:
- Bachelor’s Degree in Finance, Accounting, Economics, Business Administration or a related discipline.
- Minimum 2 years of relevant experience in Corporate Banking, Commercial Banking, Trade Finance or Corporate Banking Operations.
- Exposure to corporate lending, trade finance, credit administration or client servicing will be an advantage.
- Familiarity with KYC, AML and regulatory requirements within Corporate Banking.
- Strong organisational skills with excellent attention to detail.
- Good communication and stakeholder management skills.
- Ability to manage multiple priorities in a fast-paced environment.
- Proficient in Microsoft Office applications, particularly Excel and PowerPoint.
- Positive attitude, willingness to learn and a strong team player.