Mass Affluent Offshore-Assistant Relationship Manager

Website Bank One Limited

Job purpose

Mass Affluent Offshore-Assistant Relationship Manager

Roles & Responsibilities

  • Manage and service a portfolio of mass affluent offshore clients
  • Act as the primary point of contact for all client needs and queries
  • Conduct periodic static reviews for high, medium, and low-risk clients in accordance with KYC/AML policies
  • Ensure timely onboarding of new offshore clients with complete and compliant documentation
  • Promote adoption of Internet Banking (IB) and Mobile Banking (MB) platforms among clients
  • Identify opportunities to cross-sell and up-sell suitable banking and investment products
  • Monitor client portfolios and service quality
  • Maintain accurate and up-to-date client records in internal systems
  • Coordinate with internal stakeholders (Compliance, Operations, Legal) to resolve service or risk-related issues
  • Track and follow up on client activities and service requests
  • Ensure all processes comply with internal policies, regulatory guidelines, and risk frameworks
  • Support business development initiatives and contribute to the segment’s overall growth strategy
  • Build long-term, trust-based relationships with offshore clients by offering reliable and personalized service

To apply for this job email your details to hr@bankone.mu

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