What's it like to be an Assistant Relationship Manager?
Various companies, including those in the banking, finance or similar industries often look for clients to offer their products and services. It's the job of an Assistant Relationship Manager to develop and maintain relationships with these clients so that they continue to partner with the company when it comes to their business needs. Assistant Relationship Managers usually work under senior Relationship Managers, providing support in everday duties. With this, it's beneficial for Assistant Relationship Managers to have strong organisational, analytical and interpersonal skills, as well as relevant background and experience in business and finance.
Tasks and duties
- Assisting clients with enquiries and concerns about company products.
- Conducting client meetings and visits to discuss business opportunities.
- Reviewing and validating client documents and records to ensure accuracy.
- Updating client accounts and information.
- Supporting a Relationship Manager with day-to-day tasks as needed.
Most Assistant Relationship Managers graduate from business or finance-related fields. This, combined with experience and relevant skills, are key to qualifying and becoming successful in the role.
Complete a bachelor degree in business, finance, marketing or a related field.
Gain experience working in the areas of sales and customer service, which are often the start of an Assistant Relationship Manager career path. This will also expose you to various real-world practices, techniques and skills essential for the job.
Consider completing relevant certifications. Some institutions in Singapore offer certificates in Corporate Relationship Management and Wealth Planning, while some companies even offer Relationship Manager programmes, which will give you an advantage over other job seekers.