Assistant Relationship Manager - Private Banking
Location: Leeds • Salary: £45,000 - £60,000 + bonus • Ref: ARM/Leeds/0925
We’re hiring an Assistant Relationship Manager for a top-tier wealth/private banking firm. If you love being the calm, capable linchpin between clients, RMs and operations, and you’re happy rolling your sleeves up - read on.
What you’ll do
* Be a first point of contact for high-net-worth clients (calls, email, day-to-day requests).
* Prepare meeting packs, valuations and tax reports; manage payments and trades.
* Own onboarding/maintenance: KYC/AML, account changes, documentation accuracy.
* Keep cases moving, chasing, problem-solving, and generally making things happen.
* Collaborate closely with a small group of Relationship Managers to deliver a slick client experience.
What you’ll bring
* Experience in a wealth manager or private bank as an ARM/CSA/Client Service (strong IFA ops considered).
* Qualifications: CISI Level 3 (IOC) minimum; Level 4 (IAD or equivalent) a strong plus.
* Detail obsession, sound judgement, and a “no airs and graces” approach, happy to muck in.
* Confident communicator who stays cool under pressure and enjoys being office-based with the team.
The package
* £45k–£60k base (dependent on experience) + discretionary bonus and comprehensive benefits.
* Study support and a generous learning budget to progress your qualifications.
* Collegiate culture, real ownership, and exposure to complex, interesting client work.
Why this role?
Impact, pace, and progression, without the drama. You’ll join a high-performing team where standards are high, leaders are accessible, and good people get backed.
Interested?
Send your CV or message me directly for a confidential chat. Shortlisting is underway.
All applications handled in strict confidence. We’re an equal-opportunity recruiter and welcome applications from all qualified candidates.
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