Associate Relationship Manager - Wealth Coverage

Role : Associate Relationship Manager - Wealth Coverage Location : Alain Role Purpose: The role will support the front-line team in managing and processing client requests and transactions for priority and private banking segments. The role is responsible for overseeing day-to-day client servicing operations, including handling account opening process, processing portfolio creation for investment bookings and redemptions and all related service/operations requests received from front-line and clients, managing walk-ins at priority and private banking centers. This role also ensures that client service standards are met, operational efficiency is maintained, and all requests are processed accurately and timely.

of the role Client Servicing & Request Management Support the Senior RM/RM in processing client requests for NTB acquisition Process and manage various client service requests including account opening, client documentation, investment bookings, and redemption processing, funds transfers…etc.

Ensure all client transactions are processed in a timely, accurate, and efficient manner, in line with internal procedures and regulatory requirements.

Ensure all documentation, due diligence, and compliance requirements are met during the client onboarding process.

Assist in tracking and reporting on NTB acquisition efforts, ensuring that targets are met.

Investment Management Support Oversee the processing of investment bookings, redemptions, and fund transfers for clients within the priority and private banking segments.

Coordinate with internal teams (e.g., investment advisors, operations, WMO) to ensure smooth execution of investment transactions.

Generate investment reports and client statements accurately and on time, ensuring that clients have up-to-date information on their portfolios.

Operational Support & Workflow Management 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.