Associate Relationship Manager - Wealth Coverage

• Assist in managing the day-to-day operational aspects of the international wealth coverage business, ensuring all client service processes are executed according to standard operating procedures.
• Provide operational support to the senior leadership team, ensuring seamless execution of administrative tasks and client transactions.
• Maintain MIS reports of RM activities, transactions, requests, and interactions in line with the bank's compliance and data management policies.

• Act as a point of contact for clients visiting the priority/private banking centers, handling walk-ins and assisting with their inquiries or requests.
• Ensure that all client walk-ins are attended to promptly and effectively, addressing any queries or needs they may have.

• Collaborate with internal teams, including Investment Advisors, Operations, and Compliance, to ensure efficient processing of client requests and transactions.
• Work closely with other departments to facilitate smooth and accurate processing of financial transactions, client queries, and administrative tasks.
• Collaborate with Priority & Private banking teams to support the onboarding of NTB clients into the priority and private banking segments.

• Ensure that all client servicing activities comply with internal policies, regulatory requirements, and best practices.
• Assist in monitoring and managing compliance-related matters, including KYC and AML requirements.

Specialist Skills / Technical Knowledge Required for this role: Experience in processing client transactions, investment products, and account management in wealth management is highly desirable.

• Strong operational and client servicing skills with a focus on efficiency and accuracy.
• Ability to manage client service requests effectively and provide prompt resolutions.
• Excellent communication and interpersonal skills, with the ability to work closely with clients, senior leaders, and internal teams.
• Strong attention to detail, organizational skills, and the ability to manage multiple tasks simultaneously.
• Knowledge of regulatory requirements, including KYC and AML, and experience in adhering to compliance guidelines.

Previous experience:

Minimum 2-3 years of experience in client servicing, wealth management, or banking operations, preferably in priority/private banking or international wealth management