relationship manager assistant

Banque du Caire

<div>
 <p>
  <strong>
   Job Summary:
  </strong>
 </p>
 <p>
  Responsible for running Syndicated Loans and structured finance loans by setting and implementing plans and conducting the work of credit studies for loans requests submitted by the clients, expanding the client network to increase the portfolio and increase credit opportunities and consequently increasing the bank&rsquo;s profitability in accordance with the strategies and policies set.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Job Responsibilities:
  </strong>
 </p>
 <ul>
  <li>
   Implementing marketing strategies to target business opportunities.
  </li>
  <li>
   Conducting transactions screening and due diligence process.
  </li>
  <li>
   Preparing credit assessment process.
  </li>
  <li>
   Preparing Credit Proposals to be presented to the concerned internal approving stakeholder.
  </li>
  <li>
   Coordinating with other internal departments (Risk, Legal, Admin, and operations&hellip;etc) to ensure the success and smoothness of the execution of any transaction in a timely manner.
  </li>
  <li>
   Participating in the appointing process of the Legal and other Counsels for providing necessary services to the transactions, cooperate and following up with them.
  </li>
  <li>
   Following up on the business relationship post the signing of the Loan Agreement and utilization.
  </li>
  <li>
   Participating in interim reviews regarding contracts, financials, and special transactions.
  </li>
  <li>
   Participating in the preparation of the annual business development plan.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Job Qualifications:
  </strong>
 </p>
 <ul>
  <li>
   Bachelor's degree in accounting, Business Administration or related field
  </li>
  <li>
   ARM: 1 to 3 years of experience.
  </li>
  <li>
   RM: 3-5 years of Banking experience.
  </li>
  <li>
   Credit Certified is a must.
  </li>
 </ul>
 <p>
 </p>
</div>


Syndicated Loans – Relationship Manager / Assistant Relationship Manager

Ca Indosuez Wealth (Group)

<div></div><div><h3 class="jobSectionHeader"><b>Type de m&eacute;tier
</b></h3><p>
Types de m&eacute;tiers Cr&eacute;dit Agricole S.A. - Commercial / Relations Clients</p><h3 class="jobSectionHeader"><b>
Intitul&eacute; du poste
</b></h3><p>
RM Assistant H/F</p><h3 class="jobSectionHeader"><b>
Type de contrat
</b></h3><p>
CDI</p><h3 class="jobSectionHeader"><b>
Date pr&eacute;vue de prise de fonction
</b></h3><p>
01/12/2025</p><h3 class="jobSectionHeader"><b>
Poste avec management
</b></h3><p>Non</p><h3 class="jobSectionHeader"><b>
Missions
</b></h3><div>
<p></p><p>As a Wealth Management generalist, the Client Service Officers (RM Assistant) works within a team of assistants.</p><p>
You support a/several Relationship Manager(s) (RM) in the administrative and operational management of their clientele portfolios.</p><p><br>
You hold a key relationship position and contribute to the quality of the Bank's image. You are acting as a link between the operational departments of the Bank, the employees and the clients.</p><p></p><p><br>
Key responsabilities :</p><ul><li>
Ensure the link between the client, RMs, Service Team and operational departments ;</li><li>
Assist RMs in their mission by executing the day-to-day business and more occasional activities ;</li><li>
Establish and maintain quality relationships with the clients (both external and internal) ;</li><li>
Proceed with accounts openings/closings, pass the orders and controls the correct execution ; Control client identification, and call-backs ;</li><li>
Master the mechanisms of the bank and works within the established practices and procedures.</li></ul><br>
<p></p>
</div><h2 class="jobSectionHeader"><b>
Localisation du poste</b></h2><h3 class="jobSectionHeader"><b>
Zone g&eacute;ographique
</b></h3><p>
Asie, Emirats Arabes Unis</p><h3 class="jobSectionHeader"><b>
Ville
</b></h3><p></p><div>
DUBAI
</div><p></p><h2 class="jobSectionHeader"><b>
Crit&egrave;res candidat</b></h2><h3 class="jobSectionHeader"><b>
Niveau d'&eacute;tudes minimum
</b></h3><p>
Bac + 3 / L3</p><h3 class="jobSectionHeader"><b>
Formation / Sp&eacute;cialisation
</b></h3><div>
<p></p><ul><li>University degree or equivalent</li></ul></div><p></p><h3 class="jobSectionHeader"><b><br>
Niveau d'exp&eacute;rience minimum
</b></h3><p>
3 - 5 ans</p><h3 class="jobSectionHeader"><b>
Exp&eacute;rience
</b></h3><div>
<p></p><p>At least 5 years of relevant experience in front office private banking.</p><p></p>
</div><h3 class="jobSectionHeader"><b>
Comp&eacute;tences recherch&eacute;es
</b></h3><div>
<p></p><ul><li>Good communication and interpersonal skills.</li><li>Ability to work under stressful and fast pace environment</li><li>Customer oriented, self-motivated and meticulous</li></ul></div><p></p><h3 class="jobSectionHeader"><b><br>
Outils informatiques
</b></h3><div>
<p></p><ul><li>Proficiency in Microsoft Excel, Word, PowerPoint and other PC applications.</li></ul><p>
Knowledge of S2i a strong asset</p><p></p>
</div><h3 class="jobSectionHeader"><b>
Langues
</b></h3><p>
Excellent command of English mandatory. French is a strong asset.</p></div>

RM Assistant H/F

Indosuez Wealth Management

<div><div><div><h2 class="jobSectionHeader"><b>Description du poste
</b></h2></div></div><p></p><div><div><p>As a Wealth Management generalist, the Client Service Officers (RM Assistant) works within a team of assistants.
</p><p>You support a/several Relationship Manager(s) (RM) in the administrative and operational management of their clientele portfolios.<br>
</p><p><br>
You hold a key relationship position and contribute to the quality of the Bank's image. You are acting as a link between the operational departments of the Bank, the employees and the clients.<br>
</p><p></p><p>Key responsabilities :
</p><ul><li>Ensure the link between the client, RMs, Service Team and operational departments ;
</li><li>Assist RMs in their mission by executing the day-to-day business and more occasional activities ;
</li><li>Establish and maintain quality relationships with the clients (both external and internal) ;
</li><li>Proceed with accounts openings/closings, pass the orders and controls the correct execution ; Control client identification, and call-backs ;
</li><li>Master the mechanisms of the bank and works within the established practices and procedures.</li></ul></div></div></div><p></p>
<br><p></p><div><div><div><ul><li><h2 class="jobSectionHeader"><b>Crit&egrave;res de candidature
</b></h2><div><div><div><div><div><div><div>Date de prise de fonction
</div><div>01/12/2025
</div></div><div><div>Poste avec management
</div><div>Non
</div></div><div><div>Niveau d'&eacute;tude minimum
</div><div>Bac + 3 / L3
</div></div><div><div>Formation / Sp&eacute;cialisation
</div><ul><li>University degree or equivalent<br>
</li></ul><br>
<br>
At least 5 years of relevant experience in front office private banking.
</div><div><div>Niveau d'exp&eacute;rience minimum
</div><div>3 - 5 ans
</div></div><div><div>Comp&eacute;tences recherch&eacute;es
</div><ul><li>Good communication and interpersonal skills.
</li><li>Ability to work under stressful and fast pace environment
</li><li>Customer oriented, self-motivated and meticulous<br>
</li></ul><br>
</div><div><div>Outils informatiques
</div><ul><li>Proficiency in Microsoft Excel, Word, PowerPoint and other PC applications.Knowledge of S2i a strong asset
</li></ul></div><div><div>Langues
</div><div>Excellent command of English mandatory. French is a strong asset.
</div></div></div></div></div></div></div></li><p></p><li><h2 class="jobSectionHeader"><b>Entreprise Indosuez Wealth Management
</b></h2><div><div><div><div><div><p>&Agrave; propos de CA Indosuez (Switzerland) SA CA Indosuez (Switzerland) SA est l'un des &eacute;tablissements de r&eacute;f&eacute;rence de la place financi&egrave;re suisse, figurant parmi les cinq premi&egrave;res banques &eacute;trang&egrave;res du pays. Outre ses activit&eacute;s de Gestion de Fortune en Suisse, au Moyen Orient et en Asie, la banque est &eacute;galement active dans les domaines des March&eacute;s de Capitaux, du Financement Transactionnel de Mati&egrave;res Premi&egrave;res et de la Banque Commerciale. Pr&eacute;sente en Suisse depuis 1876, elle compte aujourd'hui environ 1000 sp&eacute;cialistes r&eacute;partis dans les fonctions commerciales, de produits et de services, ainsi que de support et de contr&ocirc;le. Ses &eacute;quipes conjuguent ainsi leurs connaissances de l'environnement local avec les nombreuses expertises et possibilit&eacute;s d'action du r&eacute;seau mondial d'Indosuez Wealth Management, de la Banque de Financement et d'Investissement (Cr&eacute;dit Agricole CIB) et du Groupe Cr&eacute;dit Agricole. En agissant chaque jour dans l'int&eacute;r&ecirc;t de la soci&eacute;t&eacute;, nous sommes un groupe engag&eacute; en faveur des diversit&eacute;s et de l'inclusion et pla&ccedil;ons l'humain au c&oelig;ur de toutes nos transformations. Tous nos postes sont ouverts aux personnes en situation de handicap.</p></div></div></div></div></div></li></ul></div></div></div>

Commercial Bank of Dubai

<p>Primarily responsible to assist Relationship Managers to manage portfolio of borrowing customers in Emerging Corporates segment to maximise profitability of overall portfolio to achieve team's KPIs</p> <p><strong>Principal Accountabilities:</strong></p> <p><strong>Work Management</strong></p> <p>Understand financial statements in detail, spreading financials and prepare quality credit packages and proposals in collaboration with RM.</p> <p>Completing post-disbursement documentation activities in coordination with control groups such as Credit, Legal, Credit Operations, Compliance</p> <p>Assist the Relationship Manager in managing portfolio of Emerging Corporate clients and backup in absence of RM</p> <p>Support the Relationship Manager in achieving business targets, acquiring and onboarding new clients</p> <p>Client servicing in collaboration with Transaction Banking and Treasury teams</p> <p>Track the deferrals and exceptions on post sanction documents and procedures and ensure that they are adhered to in a timely manner</p> <p>Ensure that the transactions and loan disbursements happens on time and as per terms and conditions agreed upon by the bank and the client</p> <p>Provide extensive support to the team in order to achieve the assigned targets.</p> <p>All renewals to be completed on time and identified the potentials for enhancement while conducting the renewal requests, in order to grow the asset book.</p> <p>Continuously explore the opportunities in existing books for CASA, Funded, Non-Funded Asset and for Trade, PCM &amp; Treasury income and accordingly inform to the respective RM for the prospects along with UH.</p> <p>To make visits to clients with RMs as and when required. Such visits to be recorded by way of call reports which are to include all pertinent information in a timely manner.</p> <p>Ensure timely and accurate credit administrations through timely completion of annual reviews and regular monitoring of financials, covenants and other parameters within the review cycle.</p> <p>Comply with internal audit requirements in line with the policy guidelines, to ensure high standards of uniformity and consistency across the Bank</p> <p>Keep abreast of developments in the local business environment to spot business opportunities. Contribute to the planning process in order to develop corporate business strategies.</p> <p>Drive customer satisfaction and be highly responsive to customer needs &amp; ensure client satisfaction in an environment where client needs are constantly changing.</p> <p>Perform any other duties or responsibilities consistent with the role as assigned by management</p>

Assistant Relationship Manager, Emerging Corporates

Abu Dhabi Commercial Bank

<p><b>In this role, your key responsibilities include :</b></p> <ul> <li>Support in the engagement and building of strong synergies with different internal and external channels in order to develop strong Acquisition strategies in identifying potential New to Bank (NTB) prospects</li> <li>Drive internal and external referral ecosystem in order to generate NTB leads to help acquire referred clients to Private Banking</li> <li>Attract NTB clients and capture client service synergies in order to achieve assigned targets and contribute to the bottom line profitability of the department</li> <li>Onboard clients directly to Private Banking, complete onboarding process, make sure initial funding/Assets Under Management (AUM) Transfer, etc to ensure compliance to internal policy and process</li> <li>Manage the smooth handover of a relationship to a Private Banking Relationship Manager and work closely with them as and when required to ensure customer satisfaction</li> <li>Provide feedback to internal specialists on product solutions in order to support the development of effective wealth management solutions for clients</li> <li>Identify cross-selling opportunities and proactively interact with internal resources in order to provide product solutions for clients</li> </ul>

Senior Manager - Private Banking Acquisition

Highrise Solutions LLP

<p>At Highrise Solutions, we are a business consulting and sales firm working with AT&amp;T to deliver exceptional customer and business experiences. Our team is built on a long-term career in communication, integrity, sales, and businesses, which is why we are looking for an Entry Level Assistant Manager who wants to build a rewarding career in customer service and sales.</p><p>As an Entry Level Assistant Manager, you will represent AT&amp;T by working with businesses and customers to understand their needs, present tailored product solutions, and ensure a positive experience with every interaction. Our Entry Level Assistant Manager will assist in driving sales performance, maintaining accurate customer records, and supporting team objectives. This entry-level position is designed to provide sales technique strategies, product knowledge, and business relationship management, offering a clear path toward advancement into leadership or account management roles.</p><p><b>Entry Level Assistant Manager Responsibilities:</b></p><ul><li>Provide product and service support to new and existing customers and businesses</li><li>Assist with account updates, billing questions, and basic troubleshooting</li><li>Assist with the sales completion process, processing orders, and maintaining accurate customer accounts</li><li>Deliver exceptional service with a professional and friendly attitude</li><li>Achieve daily and weekly sales metrics and account management</li></ul><p><b>Entry Level Assistant Manager Qualifications</b></p><ul><li>Superb communication skills</li><li>Reliable, self-motivated, and goal-oriented</li><li>Previous experience in customer service, hospitality, retail, or sales is a plus, but not required</li><li>Willingness to learn</li><li>Time management skills to work with customers and businesses professionally</li></ul><p>Job Type: Full-time</p><p>Pay: $3,800.00 - $5,000.00 per month</p><p>Work Location: On the road</p>

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