Assistant Relationship Manager5 min read

Key Responsibilities:
• Collection of client data and records and needs assessment (determining the client’s needs, goals, and expectations)
• Evaluation and analysis of the client’s current financial position
• Development and presentation of the financial analysis to the client
• Implementation of the financial recommendations
• Monitoring and tracking the financial goals and how it is performing
• Operation: Discuss with Client / Relationship manager on the transaction for the client and able to execute transaction online through transaction platform
• Review of Client Portfolio: Regular monitoring of Client portfolio and review it every quarter.
• Insurance: Prepare Insurance quotes for Client and review existing insurance policy.