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