The role involves managing client relationships, providing financial advice, and creating tailored solutions to meet client needs. Additionally, it requires strategic decision-making, compliance oversight, and monitoring client satisfaction to enhance the bank's offerings.

Assist relationship managers in managing client portfolios, conducting client due diligence, and ensuring compliance with onboarding processes and regulatory standards.

The role involves managing client relationships to align their financial goals with bank offerings, negotiating terms, and providing strategic financial advice while ensuring compliance and monitoring client satisfaction.