Assistant Relationship Manager - Private Banking
Excellent opportunity opens for a motivated Assistant Relationship Manager to join a Private Bank & Wealth Manager. You will play a key role in supporting Relationship Managers in delivering a high touch banking experience to Ultra High Net Worth Individuals (UHNWIs).
Main Responsibilities:
* Act as the first point of contact for clients in the absence of the Relationship Manager, ensuring requests and queries are handled promptly and professionally.
* Prepare documentation and briefing packs for client meetings and follow up on post-meeting actions.
* Support Relationship Managers with managing client portfolios, orders, trades, payments, and other transactional needs.
* Monitor maturity lists (deposits, loans, trades), take standard actions autonomously, and escalate when client input is required.
* Handle account opening, closing, and maintenance procedures in line with compliance standards.
* Coordinate with internal stakeholders including Treasury, Trading, Operations, Investment Services, Compliance, and Front Risk Management to ensure smooth execution of client needs.
* Monitor and manage system alerts and operational tasks directly, escalating investment-related matters where required.
* Liaise with Relationship Managers to plan and coordinate business travel, document preparation, and other logistical needs.
* Support the onboarding process through timely and accurate collection of KYC and AML documentation.
* Ensure all activities comply with internal policies, legal and regulatory requirements, and external audit standards.
* Maintain confidentiality and handle sensitive information with utmost discretion.
Key Requirements:
* 2 - 4 years experience in a similar position (ARM, Client Services etc..)
* Previous experience working in a Private Bank or Wealth Manager.
* CISI Level 3 or equivalent
* Strong organizational skills and attention to detail.
* Able to prioritize and multitask under pressure while maintaining high accuracy.
* Excellent interpersonal skills with a client-first attitude.
Interested? Apply in Assistant Relationship Manager Private Bank Wealth Management High Net Work Individuals High Net Worth Clients Wealth Management Client Relations HNWI Relationship Management