CAD Trainee

This role involves providing comprehensive support to the Relationship Manager (RM) in managing the day-to-day portfolio of corporate clients. The candidate will work closely with various frontline business units and support functions to ensure smooth execution of client requests and transactions. The position requires active involvement in client operational activities, resolving queries efficiently, and assisting with compliance-related tasks. Additionally, the role includes supporting client onboarding processes and ensuring adherence to internal policies and regulatory requirements. The candidate will also contribute to various projects as assigned by management.

Key Responsibilities

- Support the Relationship Manager in the daily management of corporate client portfolios, ensuring all client needs are addressed promptly and accurately.
- Coordinate with frontline business teams and internal support functions to facilitate seamless delivery of client requests and transaction processing.
- Assist in handling client operational activities, including timely resolution of queries and issues to maintain high client satisfaction.
- Support Anti-Money Laundering (AML), Customer Due Diligence (CDD), and other regulatory compliance activities to uphold the organization’s risk management standards.
- Facilitate client onboarding processes, ensuring all documentation and procedures comply with internal guidelines and regulatory requirements.
- Collaborate on various projects and initiatives as directed, contributing to process improvements and operational efficiencies.

Required Qualifications

- Proven experience in portfolio management support or a similar role within corporate banking or financial services.
- Strong understanding of AML, CDD, and regulatory compliance frameworks relevant to corporate clients.
- Excellent coordination and communication skills to liaise effectively with multiple stakeholders.
- Ability to manage operational activities and resolve client queries with attention to detail and professionalism.
- Familiarity with client onboarding procedures and internal compliance guidelines.
- Proficient in using banking software and MS Office applications.

Preferred Qualifications and Benefits

- Prior experience working in a corporate banking environment is highly desirable.
- Knowledge of relevant regulatory requirements and industry best practices will be an advantage.
- Exposure to project management or process improvement initiatives is beneficial.
- Opportunities for professional development and career growth within a dynamic financial institution.
- Collaborative work environment that values teamwork and continuous learning.

This position offers a chance to develop expertise in corporate client management while contributing to a compliant and client-focused banking operation. Candidates who are detail-oriented, proactive, and committed to excellence will find this role rewarding.