Role Summary
The Assistant Relationship Manager will play a key role in supporting the business development team in client onboarding, managing client queries and transactions, coordinating trade placements, and handling other related tasks. This role requires excellent communication, organisational, and analytical skills, as well as a commitment to delivering high-quality client service. Working closely with business development managers, the associate will support growth initiatives and help strengthen client relationships in alignment with company objectives.
Key Responsibilities
- Client Onboarding Support: Assist with the end-to-end client onboarding process, including documentation review, regulatory compliance checks, and KYC/AML verification, ensuring a smooth client experience.
- Client Relationship Management: Serve as a primary point of contact for client queries, resolving issues efficiently, escalating as necessary, and ensuring client satisfaction.
- Sales Support: Assist business development managers in preparing presentations, proposals, and contracts for potential clients.
- Trade Placement Coordination: Facilitate trade placements by working closely with the operations and investment teams, ensuring timely and accurate execution of trades.
- Transaction Processing and Documentation: Manage transaction processes, monitor client account activities, and maintain accurate records of client interactions and transactional details.
- Database Management: Maintaining records of client interactions, sales progress, and potential leads to keep data organised and accessible for the team.
- Reporting and Analysis: Prepare client reports, presentations, and analysis as required to support business development managers in their client meetings and strategy sessions.
- Compliance and Risk Management: Ensure all client-facing processes are compliant with regulatory requirements, adhering to regulatory and internal guidelines at all times.
- Administrative and Project Support: Provide support for business development projects, client events, and other ad-hoc tasks as needed by the team.
Minimum Requirements
- Education: Bachelor's degree in finance, business, economics, or a related field.
- Experience: At least 1 year of relevant experience in client services, business development, or operations within the financial services industry, preferably with exposure to fund management, wealth management, or EAM settings.
- Skills and Competencies: Strong understanding of financial products, client onboarding processes, and regulatory requirements in fund management environment. Excellent written and verbal communication skills, with a client-focused mindset and the ability to handle client interactions professionally. Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint) experience with CRM systems is a plus. Strong attention to detail, organisational skills, and the ability to manage multiple tasks simultaneously. Ability to work independently, handle sensitive information with confidentiality, and collaborate effectively within a team.
