Relationship Officer

Position Overview

An exciting opportunity has arisen for a motivated professional to join our team. The Relationship Officer is responsible for managing client interactions, supporting relationship managers, and ensuring consistent service delivery across assigned client portfolios. The role exists to strengthen client satisfaction, retention, and revenue growth through effective communication, coordination, and account support. This position serves as a critical interface between clients and internal teams, ensuring that client needs are understood and addressed efficiently.

Key Responsibilities

Client Relationship Management

• Serve as the primary day-to-day contact for assigned clients
• Manage client inquiries, requests, and service issues promptly and professionally
• Maintain strong working relationships with clients to support retention and loyalty
• Support senior relationship managers in managing key client accounts

Account Support & Portfolio Administration

• Assist in onboarding new clients and managing account documentation
• Maintain accurate client records and documentation in CRM systems
• Monitor client portfolios and support reporting and review processes
• Ensure compliance with KYC, AML, and internal onboarding requirements

Business Support & Cross-Selling

• Identify opportunities for cross-selling and upselling relevant products and services
• Support the preparation of client proposals, presentations, and reports
• Coordinate with internal teams to ensure the timely delivery of client solutions

Service Quality & Process Improvement

• Ensure service delivery aligns with agreed service standards and SLAs
• Escalate client issues appropriately and track resolution outcomes
• Contribute to process improvements to enhance client experience

Education

• Bachelor's degree in Business Administration, Finance, Economics, or a related field

Knowledge, Skills & Experience

• 4–7 years' experience in client relations