Description:
Meraki Talent is proud to be partnering with a leading Private Bank in the search for an Assistant Relationship Officer a key role that plays an integral part in supporting Relationship Officers and ensuring exceptional service delivery.
Key Responsibilities:
- Assist Relationship Officers with daily client servicing, including payments, transfers, FX, securities processing, and deposit management.
- Communicate directly with clients on routine queries and follow-ups, escalating complex matters as needed.
- Liaise with internal stakeholders to complete onboarding and periodic reviews and ensure compliance with all regulatory requirements.
- Prepare and review documentation to support client activities.
- Perform research and assist with any ad hoc administrative tasks.
- Ensure adherence to internal policies, including AML, KYC, FATCA/CRS, cross-border, and absence management.
- Act as a point of contact for internal departments, providing troubleshooting support when required.
Candidate Profile.
- IAD/IMC Qualified or studying towards qualification.
- Experience in a similar role within private banking or wealth management
- Sound understanding of banking processes, investment products, and regulatory frameworks (KYC, AML, FATCA, CRS).
- High attention to detail with a service-orientated mindset.