Assistant, Relationship Manager

To support the Relationship Manager with the day-to-day management and maintenance of an allocated portfolio serving as a central contact point for clients and enabling efficient delivery of their banking needs.

• Support the Relationship Manager in managing portfolio performance client service credit compliance and operational requirements.
• Respond to client requests and resolve queries and complaints within agreed timelines taking ownership through to completion.
• Maintain accurate and up-to-date client records mandates documentation account information and portfolio reports.
• Prepare documentation and provide input for credit applications annual reviews facility requests and related credit motivations.
• Monitor account conduct expiring limits excesses overdue reviews and other indicators of portfolio risk escalating concerns promptly.
• Ensure adherence to KYC onboarding regulatory compliance and internal risk requirements.
• Identify cross-sell retention and new business opportunities and refer qualified leads to the Relationship Manager.

Qualifications :

• A first degree in Business Commerce or a related field.
• At least three years relevant experience in Business or Commercial Banking including portfolio management branch sales or client service.
• Practical experience in preparing credit motivations and a sound understanding of lending principles.
• Knowledge of banking products client onboarding KYC risk and compliance requirements.

Behavioural Competencies:

• Developing Strategies
• Directing People
• Embracing Change
• Empowering Individuals
• Establishing Rapport
• Making Decisions

Technical Competencies:

• Economic Capital Management
• Financial Acumen
• Process Governance
• Risk Identification
• Risk Reporting
• Risk Response Strategy
• Risk/ Reward Thinking

Remote Work :

No

Employment Type :

Full-time