Assistant, Relationship Manager

To support the Relationship Manager with the day-to-day management and maintenance of an allocated portfolio, serving as a central contact point for clients and enabling efficient delivery of their banking needs.
Support the Relationship Manager in managing portfolio performance, client service, credit, compliance and operational requirements.
Respond to client requests and resolve queries and complaints within agreed timelines, taking ownership through to completion.
Maintain accurate and up-to-date client records, mandates, documentation, account information and portfolio reports.
Prepare documentation and provide input for credit applications, annual reviews, facility requests and related credit motivations.
Monitor account conduct, expiring limits, excesses, overdue reviews and other indicators of portfolio risk, escalating concerns promptly.
Ensure adherence to KYC, onboarding, regulatory, compliance and internal risk requirements.
Identify cross-sell, retention and new business opportunities and refer qualified leads to the Relationship Manager.
A first degree in Business, Commerce or a related field.
At least three years’ relevant experience in Business or Commercial Banking, including portfolio management, branch sales or client service.
Practical experience in preparing credit motivations and a sound understanding of lending principles.
Knowledge of banking products, client onboarding, KYC, risk and compliance requirements.
Behavioural Competencies:
Developing Strategies
Directing People
Embracing Change
Empowering Individuals
Establishing Rapport
Making Decisions
Technical Competencies:
Economic Capital Management
Financial Acumen
Process Governance
Risk Identification
Risk Reporting
Risk Response Strategy
Risk/ Reward Thinking

Employment type
Full-time

Work arrangement
No