GREENLANE PRIVATE LTD.

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Assistant Relationship Manager (Cash Management)

Job Summary

Join our client as an Assistant Relationship Manager (Cash Management) supporting Relationship Managers in managing corporate banking clients, delivering cash management solutions, coordinating client onboarding and KYC reviews, and ensuring excellent customer service. Ideal for those building a career in Transaction Banking and Cash Management.

Responsibilities

  • Support Relationship Managers in managing corporate banking client portfolios and delivering tailored cash management solutions.
  • Perform financial spreading and assist in credit analysis to prepare accurate client reports and documentation.
  • Respond to client enquiries and coordinate with local and overseas internal stakeholders to resolve operational and transactional issues promptly.
  • Conduct KYC, Customer Due Diligence (CDD), and periodic reviews in compliance with internal policies and regulatory requirements.
  • Assist in client onboarding, account maintenance, and review of client documentation to ensure completeness and accuracy.
  • Research cash management products, cross-border payment solutions, and industry trends to identify and support new business opportunities.
  • Provide prompt support on transaction-related client enquiries regarding payments and cash management services.
  • Participate in process improvement initiatives and support ad-hoc projects as assigned by the Department Head.

Required competencies and certifications

  • Bachelor’s Degree in Business, Banking, Finance, Economics, Accountancy, or related discipline.
  • Minimum 2 years of relevant experience in Corporate Banking, Transaction Banking, Cash Management, Trade Finance, or Relationship Management support within a financial institution.
  • Proven ability to conduct KYC/CDD reviews and client servicing in compliance with regulatory standards.

Preferred competencies and qualifications

  • Experience in financial spreading and basic credit analysis.
  • Exposure to cash management products or transaction banking.
  • Strong communication and stakeholder management skills demonstrated through effective coordination and client engagement.
  • Customer-focused problem-solving skills applied in fast-paced environments.
  • Ability to manage multiple priorities proactively with attention to detail and teamwork.
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