At a Glance
- Tasks: Manage client relationships and support Wealth Management services.
- Company: Dynamic financial services firm focused on high-value clients.
- Benefits: Competitive salary, professional development, and a vibrant work culture.
- Other info: Opportunity for growth in a supportive team atmosphere.
- Why this job: Join a fast-paced environment and make a real impact in wealth management.
- Qualifications: Experience in private banking and strong communication skills required.
The predicted salary is between 40000 - 44000 £ per year.
We are looking for a client-focused Assistant Relationship Manager to support high-value Wealth Management relationships and deliver an exceptional service experience. This is an excellent opportunity for someone with private banking or front-office support experience who thrives in a fast-paced, detail-driven environment.
Key Responsibilities
- Manage day-to-day client relationships and act as a key point of contact for Wealth Management clients.
- Support Relationship Managers with client servicing, meeting preparation, suitability reviews and credit proposals.
- Process account openings, KYC and AML documentation, cash management activity and client transactions.
- Coordinate with internal teams and international branches to ensure seamless client delivery.
- Identify opportunities to improve processes and support broader business development activity.
What We're Looking For
You will have experience in private banking or another client-facing financial services role, along with a strong understanding of wealth management products and high-net-worth client expectations. You will be organised, proactive and commercially aware, with excellent communication skills and a commitment to delivering first-class client service.
Russian Speaking Assistant Relationship Manager employer: Creideas UK
As a leading player in the wealth management sector, we pride ourselves on fostering a dynamic and inclusive work culture that prioritises employee development and client satisfaction. Our team members benefit from comprehensive training programmes, opportunities for career advancement, and a supportive environment that encourages innovation and collaboration. Located in a vibrant city, we offer a unique blend of professional growth and a fulfilling work-life balance, making us an exceptional employer for those seeking to make a meaningful impact in the financial services industry.
