Assistant Relationship Manager

Job Description:

• Complete existing customers KYC reviews on time and assist relationship manager on preliminary check up on new on-boarding clients KYC when necessary.
• Assisting relationship managers in order executions via phone calls
• Maintain , organize and handover transaction documents to respective departments in time.
• Prepare post-account opening services such as preparing welcome packages , AI Opt-in Letter preparation and send to client in time.
• Prepare and verify necessary documents according to MAS requirements
• Liaise with other department for smooth transactions and operations.
• Any other tasks or duties assigned by Head of Department or Company from time to time.

Requirements

• Recognized bachelor degree or above, preferably in Business/Banking and Finance or related discipline.
• Minimum 2 years of private/corporate banking RM or ARM experience
• Passed or prepared for CACS Paper 1 & 2