Associate Relationship Manager

  • Location

    London, England

  • Sector:

    Operations & Middle Office

  • Job type:


  • Salary:

    £25000 - £30000.00 per annum

  • Contact:

    Bethany Singer

  • Contact email:


  • Job ref:


  • Published:

    9 months ago

My client, a Docklands based international Bank, are looking to recruit an Associate Relationship Manager. Successful candidates will have 2 years industry experience and a desire to build their career within corporate banking and relationship building.

As an Associate Relationship Manager you will be responsible for:

  • Meeting revenue and business
  • Complete call reports promptly.
  • Maintain comprehensive control of
  • Analysing financial statements/data
  • Perform any other reasonable task as required by the SRM and Head of
  • Completing client account opening forms and on-boarding.
  • Creating profiles for client groups/IDs in systems and update Client static data in a timely, accurate
  • Confirming that KYC is current and complete initial
  • Proactively assisting SRM in preparation of account plans and briefing notes.
  • Undertaking research on sector and prepare client pitch-books/presentations.
  • Proposing operational solutions to enhance customer
  • Ensuring that the reported revenues are
  • Arranging and attend client meetings.
  • Maintaining complete client files for credit related documents, correspondence and non-credit documents.
  • Organising receipt of information for annual reviews, and ongoing needs (Eg. Analyst reports/Half yearly results.)
  • Preparing credit application (for Overdrafts, Loans etc.)
  • Preparing term sheets, 'in-principle' offer letters for lending products.
  • Prepare loan
  • Co-ordinate with Client, Legal, and Compliance to provide documents for
  • Participate in Business Continuity Plan testing

As an Associate Relationship Manager you will need:

  • Up to 2 years' experience in banking/financial services.
  • Highly numerate, strong writing and verbal skills.
  • Strong attention to detail.
  • Some knowledge of international/domestic payments and foreign exchange industry.
  • Experience in assessment of credit risk and financial statements/analysis.
  • Understanding of relationship account plans and credit facilities.
  • Demonstrable ability to interact and positively influence a wide range of people.
  • Some understanding of regulatory compliance.

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