Assistant Relationship Manager , Private Banking Support , Global Private Bank , Wealth Management

Our client is a highly recognised Private Bank specialising in investment, institutional asset management & private wealth management.

The Assistant Relationship Manager is a fantastic opportunity to support a top performing Relationship Management team who run an impressive book. The role will be supporting the management of UHNW Private Client portfolios, predominantly investment focused with some lending.

This role would particularly suit somebody who already has a few years’ experience supporting Relationship Managers / Wealth Managers with an Investment focus.

The Assistant Relationship Manager will be executing trades with private clients orders on behalf of the private bank (FX, Cash, Equities, Fixed Income etc.). Also assisting with cash management.

Processing client account opening from inception to completion, including gathering all necessary KYC and AML documentation.

The Assistant Relationship Manager for the Private Bank will build and maintain strong relationships with the private clients whilst handling day-to-day correspondence with them and their representatives.

The successful candidate will keep the Private Bank Relationship Managers up to date with all Private Client related information and delegating tasks accordingly.

Generation of client presentations and pitch-books as well as preparing for / processing private client meetings.

At least 2-4 years’ experience of working as an Assistant Relationship Manager , Private Banking Support, Investment Assistant Support role in private banking / wealth management.

A good understanding of the private client investment management / private banking industry and its products.

Previous experience of private client account opening is necessary.

Experience of trading multi-assets is advantageous. Investment transactional experience - trade execution.

Exceptional communication and interpersonal skills.