Assistant Relationship Manager

Job Description

Assistant Relationship Manager

CORPORATE

JOB TITLE:

Assistant Relationship Manager

REPORTS TO:

Branch Manager

No

N/A

No

Yes

Client Dealing

June 2026

The Primary responsibility of the Assistant Relationship Manager (ARM) is the day-to-day management of the Bank’s relationships with Wealth Management clients. The ARM will utilise their in-depth knowledge of the Bank’s products and services to understand the needs and requirements of the client. The ARM should be the primary point of contact for the client ensuring a joined-up approach to client coverage with the RM.

The ARM must have the required skill set to be a delegate on behalf of the RM when they are unavailable. The role requires a high level of client service and to act accordingly in the clients’ best interests, in a regulatory compliant and commercial manner.

• Build and maintain strong relationships with clients whilst handling day-to-day correspondence with them and their representatives
• Multi-task and use effective time management skills to prioritise short terms tasks while simultaneously managing longer-term projects. With the ability to work in a highly pressurised environment, whilst meeting both client and internal deadlines
• Handling data requests from clients and stakeholders within the firm
• Full ownership of cash management solutions
• Executing and ensuring settlement of client orders (FX, Cash, Equities, Fixed Income etc.)
• Processing client account opening from inception to completion, including gathering all necessary KYC and AML documentation
• Assisting with the completion of event driven and periodic reviews
• Preparing credit and loan requests including general administration of credit facilities
• Liaising with other UBP branches for cross-booked accounts
• Diarise and prepare for client meetings with the Relationship Manager – liaise with portfolio managers, wealth planners and the credit team prior to coordinate attendance, where appropriate. Review past meeting notes, identify areas to discuss and if any information is required from the clients to update our records
• Assist the Relationship Manager with the preparation of Investment Suitability Reviews and Credit proposals for banker sign off, documenting client circumstances appropriately, with the ability to identify high risk and vulnerable clients and support them to required standard
• Keeping the Relationship Manager up-to-date with all client related information and delegating tasks accordingly
• Initiate projects to enhance existing processes and contribute ideas for improvements to the team and to management
• Support the Relationship Manager in revenue generation from existing and potential clients by identifying new opportunities, whilst at all times being mindful of, and adhering to the principles of Treating Customers Fairly. It is expected to fully understand the clients and their circumstances
• Act as a point of contact for Relationship Managers when they are away from the office or on annual leave
• Actively assisting the Relationship Manager in developing client relationships to their full business potential trough a detailed knowledge of the client
• Maintain excellent professional standards through appropriate training and development, keeping up to date with developments in the marketplace
• Maintain in-depth knowledge of the Bank’s products and services
• To adhere to the Bank’s Policies and Procedures and act in accordance with the regulatory requirements and standards under the Financial Conduct Authority (FCA), Prudential Conduct Authority (PRA) and the Guernsey Financial Services Commission (GFSC). To comply with the principles, codes and practices for approved persons and the rules of the FCA, PRA and GFSC.

The job description is not exhaustive and may include other duties as assigned from time to time by management.

• None

Required

• To act with integrity;
• To act with due skill, care and diligence;
• To be open and cooperative with the FCA, PRA, GFSC and other regulators;
• To pay…