The posting
Job Responsibilities
- Provide day-to-day administrative and sales support to Relationship Managers in managing and servicing their client portfolios.
- Assist with client servicing requests, account-related matters, documentation and follow-up to ensure timely completion.
- Respond promptly and professionally to client enquiries, concerns and requests, delivering a high standard of customer service.
- Collaborate with internal product specialists, operations and support teams to facilitate banking solutions and ensure a seamless client experience.
- Support Relationship Managers in coordinating client documentation, account maintenance and other servicing requirements.
- Ensure client information and documentation are complete, accurate and maintained in accordance with established processes.
- Adhere strictly to internal policies, procedures and regulatory requirements, including Anti-Money Laundering (AML) and Know Your Customer (KYC) requirements.
- Assist in identifying and following up on outstanding documentation or compliance-related matters.
- Support sales and relationship management activities by helping Relationship Managers coordinate client requests and internal follow-ups.
- Maintain professionalism and confidentiality when handling sensitive client information.
Job Requirements
- Diploma or Degree in Business, Banking & Finance, or a related discipline.
- Prior experience in banking, financial services, client servicing, sales support or relationship management support would be advantageous.
- Strong customer-service orientation with good interpersonal and communication skills.
- Detail-oriented and organised, with the ability to manage multiple client requests and administrative tasks.
- Comfortable working with different internal stakeholders and coordinating across teams.
- Good understanding of banking documentation, AML/KYC and regulatory requirements would be an advantage.
- Able to work independently while collaborating effectively within a team.
- Proactive, responsive and committed to delivering a positive client experience.



