Assistant Relationship Manager

City of London Permanent £38,000 - £42,000 per year Hybrid working View Job Description
The Assistant Relationship Manager role involves supporting Relationship Managers in servicing high-net-worth clients and handling complex account transactions. It requires daily client interaction, ensuring tailored services and executing various account lifecycle processes.
  • Join a successful private bank
  • Service private and institutional clients to gain a wide range of experience

About Our Client

The client is a prestigious wealth manager, based in the City of London, that specialises in managing sophisticated high-net-worth and ultra-high-net-worth individual client relationships, offering tailored financial services and solutions.

Job Description

  • Collaborate closely with multiple Relationship Managers to support high-net-worth and ultra-high-net-worth client relationships.
  • Serve as the first point of contact for client queries, ensuring timely and effective communication.
  • Assist in delivering tailored services and offerings to clients, ensuring high standards of service.
  • Execute complex transactions, including client onboarding and lifecycle management tasks such as KYC, ongoing due diligence, and client reviews.
  • Initiate payments and transfers of assets, and place trades on behalf of clients.

The Successful Applicant

The successful Assistant Relationship Manager candidate should possess a strong educational background, excellent computer skills (especially in Microsoft Excel and Word), and superior communication and client service skills. The candidate should be a reliable team player with excellent interpersonal skills, and a strong drive to work in a high-performance, target-driven environment. They must also maintain high levels of personal integrity and compliance with internal and external regulatory policies.

What's on Offer

The opportunity to become an Assistant Relationship Manager for a successful private bank based in the City of London.

Contact
Felix Marufu
Quote job ref
JN-072024-6485729
Phone number
+44 207 645 1441

Job summary

Job function
Finance
Sub Sector
Operations
Sector
Financial Services
Location
City of London
Contract type
Permanent
Consultant name
Felix Marufu
Consultant phone
+44 207 645 1441
Job reference
JN-072024-6485729
Job Nature
Hybrid working