Relationship Manager

 

Job Description

a) Opening Clients’ accounts, including guiding Clients in filling all necessary forms such as KYC, FATCA Questionnaire, CRS Self Certification, Suitability Questionnaire, etc. and coordinating with Compliance and Back Office to insure due process is performed,

b) Managing the relationship with the institution’s Clients, including communicating necessary information from time to time, presenting new and existing products and explaining the underlying risks associated with each product along with its potential benefits, and following up on each Client’s needs, concerns, and inquiries,

c) Receiving Clients’ instructions, following up on the execution of such instructions, and recording the corresponding transactions on the Clients’ accounts,

d) Other duties as may arise from time to time and may be assigned to the employee.

Job Requirements

Relevant Experience: 2 to 3 years.

Education: Bachelor’s degree preferably in Business  Administration.

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