Sales & Relationship Management Assistant

Job Description

As part of an international Sales and Relationship Management Support team, you will provide operational and client support across onboarding, KYC and relationship management activities for institutional clients. You will work closely with sales teams, relationship managers and internal stakeholders to ensure an efficient and high-quality client experience.

Client & Relationship Management Support

• Act as a key contact for client and relationship manager queries, ensuring timely and professional responses
• Support Relationship Managers with client reviews, service discussions and meeting preparation
• Assist with presentations and demonstrations for prospective and existing clients
• Build strong working relationships with internal stakeholders across multiple international locations

Onboarding & KYC Activities

• Coordinate end-to-end onboarding processes for new business relationships and additional account requests
• Manage client outreach throughout regulatory onboarding and documentation collection activities
• Support ongoing KYC, AML and periodic review campaigns in line with internal policies and regulatory requirements
• Liaise with compliance and operational teams to facilitate smooth client onboarding

Reporting & Business Support

• Contribute to revenue tracking, pipeline monitoring and management reporting activities
• Prepare and maintain business documentation, client records and support materials
• Produce presentations and reports for internal and external stakeholders
• Assist with audit requests and evidence gathering when required

Process Improvement & Projects

• Identify opportunities to improve existing processes and client service delivery
• Support business change initiatives, system enhancements and departmental projects
• Contribute to knowledge-sharing initiatives and best practice development within the team