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.

• 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.

• 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.

• 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.

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.

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