Job Description
Assistant Relationship Manager (ARM)
Job Description
The Assistant Relationship Manager (ARM) supports the growth of the assets and liabilities book by establishing new relationships and managing a specific portfolio of high-net-worth customers. This role acts as a deputy to the Relationship Manager, focusing on deposit mobilization, revenue drivers, and ensuring document accuracy. The ARM plays a key role in the mortgage application process, conducting interviews to identify borrowing needs and ensuring all applications meet strict KYC compliance standards.
Key Responsibilities
- Establish new relationships to grow the bank’s assets and liabilities book.
- Manage a customer portfolio (not exceeding 350 clients) with a focus on top-tier satisfaction.
- Drive deposit mobilization and asset growth to increase revenue.
- Review account opening forms and loan applications for KYC compliance.
- Verify data entry against source documents to ensure accuracy in the bank’s systems.
- Analyze mortgage loan applications and identify suitable products for clients.
- Act as a dual custodian to safeguard bank assets and minimize fraud.
Qualifications & Experience
- Bachelor’s degree in a business-related field.
- At least 3 years of experience in the banking industry.
- Strong analytical, negotiation, and report-writing skills.
- Excellent customer experience and active listening abilities.
Method of Application
Apply via: HF Group on www.hfgroup.co.ke
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