Assistant Relationship Manager

Talentmate

Responsibilities

• Assist in managing and developing relationships with financial institution clients through regular communication.
• Conduct detailed market analysis to identify new business opportunities within the financial sector.
• Collaborate with senior Relationship Managers to strategize and implement effective client solutions.
• Ensure high levels of customer satisfaction by promptly addressing and resolving client queries and concerns.
• Prepare detailed financial reports and presentations for client meetings and internal reviews.
• Monitor account health and profitability, ensuring alignment with business objectives and financial targets.
• Facilitate seamless onboarding processes for new financial institution clients and deliver tailored solutions.
• Maintain up-to-date knowledge of industry trends and regulatory changes impacting financial institutions.
• Coordinate with internal departments to enhance service delivery and cross-sell additional bank services.
• Support in the development and execution of strategic plans to enhance client retention and business growth.
• Regularly update the CRM system with accurate client information, assuring data integrity and accessibility.
• Assist in organizing and attending client events, contributing to the bank s networking and brand initiatives.

Requirements

• Bachelor s degree in finance, business administration, or a related field required.
• Proven experience in financial services, ideally in a client-facing role.
• Excellent interpersonal skills with the ability to build and maintain strong client relationships.
• Strong analytical skills to assess and interpret financial data and market trends.
• Effective communicator, both verbal and written, with presentation capabilities.
• Proficiency in using CRM software and Microsoft Office Suite for client management tasks.
• Ability to work independently as well as collaboratively in a team-oriented environment.