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For Companies At a Glance
- Tasks: Support Relationship Officers with client servicing and administrative tasks.
- Company: Join a leading Private Bank known for exceptional service delivery.
- Benefits: Enjoy a dynamic work environment with opportunities for professional growth.
- Why this job: Be part of a team that values service excellence and compliance in banking.
- Qualifications: IAD/IMC qualified or studying, with experience in private banking preferred.
- Other info: Contact Nick for more details or to apply!
The predicted salary is between 36000 - 60000 £ per year.
Job Description
Meraki Talent is proud to be partnering with a leading Private Bank in the search for an Assistant Relationship Officer a key role that plays an integral part in supporting Relationship Officers and ensuring exceptional service delivery.
Key Responsibilities:
- Assist Relationship Officers with daily client servicing, including payments, transfers, FX, securities processing, and deposit management.
- Communicate directly with clients on routine queries and follow-ups, escalating complex matters as needed.
- Liaise with internal stakeholders to complete onboarding and periodic reviews and ensure compliance with all regulatory requirements.
- Prepare and review documentation to support client activities.
- Perform research and assist with any ad hoc administrative tasks.
- Ensure adherence to internal policies, including AML, KYC, FATCA/CRS, cross-border, and absence management.
- Act as a point of contact for internal departments, providing troubleshooting support when required.
Candidate Profile.
- IAD/IMC Qualified or studying towards qualification.
- Experience in a similar role within private banking or wealth management
- Sound understanding of banking processes, investment products, and regulatory frameworks (KYC, AML, FATCA, CRS).
- High attention to detail with a service-orientated mindset.
If you or someone you know is interested, reach out to Nick on
020 4571 7392 or on nick.nikitin@merakitalent.com
Assistant Relationship Officer employer: Meraki Talent
Contact Detail:
Meraki Talent Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Assistant Relationship Officer
✨Tip Number 1
Familiarise yourself with the specific banking processes and investment products mentioned in the job description. This knowledge will not only help you understand the role better but also allow you to engage in meaningful conversations during interviews.
✨Tip Number 2
Network with professionals in the private banking sector, especially those who work as Relationship Officers or in similar roles. They can provide valuable insights into the day-to-day responsibilities and expectations, which can be beneficial for your application.
✨Tip Number 3
Stay updated on regulatory frameworks such as KYC, AML, FATCA, and CRS. Being knowledgeable about these regulations will demonstrate your commitment to compliance and your readiness to handle the responsibilities of the role.
✨Tip Number 4
Prepare to discuss your attention to detail and service-oriented mindset in interviews. Think of specific examples from your past experiences that showcase these qualities, as they are crucial for the Assistant Relationship Officer position.
We think you need these skills to ace Assistant Relationship Officer
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the key responsibilities and required qualifications for the Assistant Relationship Officer position. Tailor your application to highlight relevant experiences that align with these requirements.
Highlight Relevant Experience: In your CV and cover letter, emphasise any previous experience in private banking or wealth management. Mention specific tasks you have handled that relate to client servicing, compliance, and documentation preparation.
Showcase Your Skills: Demonstrate your understanding of banking processes and regulatory frameworks such as KYC, AML, FATCA, and CRS. Use examples from your past roles to illustrate your attention to detail and service-oriented mindset.
Craft a Strong Cover Letter: Write a compelling cover letter that not only summarises your qualifications but also expresses your enthusiasm for the role. Make sure to address how you can contribute to the team and support Relationship Officers effectively.
How to prepare for a job interview at Meraki Talent
✨Know Your Banking Basics
Make sure you brush up on your knowledge of banking processes and investment products. Understanding KYC, AML, FATCA, and CRS regulations will show that you're serious about the role and can hit the ground running.
✨Demonstrate Your Service Mindset
Since this role is all about client servicing, be prepared to share examples of how you've provided exceptional service in the past. Highlight your attention to detail and how it has positively impacted client relationships.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving skills, especially in client interactions. Think of scenarios where you had to troubleshoot or escalate issues, and be ready to discuss how you handled them.
✨Show Enthusiasm for Learning
If you're studying towards IAD/IMC qualifications, mention this during the interview. It shows your commitment to professional development and your eagerness to grow within the private banking sector.
