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- Tasks: Support Relationship Managers and provide exceptional service to Ultra-High-Net-Worth clients.
- Company: Join a high-performing Wealth Management team at Elliott James.
- Benefits: Gain valuable experience in financial services with a focus on client relationships.
- Why this job: Make a real impact by nurturing trust-based client relationships in a dynamic environment.
- Qualifications: Experience in financial services, ideally with UHNW clients, and strong communication skills.
- Other info: Opportunity for career growth and development in a collaborative team setting.
The predicted salary is between 36000 - 60000 £ per year.
We are seeking a dedicated and proactive Assistant Relationship Manager to join our high-performing Wealth Management team. In this crucial role, you will be the essential link between our Relationship Managers, our Ultra-High-Net-Worth (UHNW) clients, and internal support functions. This is an excellent opportunity for a financial services professional to deepen their expertise in a dynamic, client-centric environment.
Key Responsibilities
- Act as a primary point of contact for processing client requests, including payments, account openings, fund applications, and inquiries.
- Deliver proactive, accurate, and efficient day-to-day client service, anticipating needs and resolving issues promptly.
- Take ownership of client communication and the preparation of portfolio reports and meeting materials.
- Nurture strong, trust-based client relationships to support retention and satisfaction.
- Support Relationship Managers with client onboarding, account maintenance, and due-diligence documentation.
- Collaborate closely with Compliance, Legal, Settlements, and other internal departments to ensure flawless processing of all client activities.
- Monitor client accounts and assist in ensuring adherence to internal policies and regulatory requirements.
- Troubleshoot operational issues using internal systems and track the progress of administrative tasks.
- Gather client risk objective information and collaborate with the investment team on risk profile management.
- Strictly adhere to all applicable laws, regulations, and the firm’s code of conduct.
- Uphold the highest standards of professional conduct, including acting with integrity, exercising due skill and care, and treating clients fairly.
- Follow all internal controls, compliance policies, and procedures.
What We Are Looking For
- Proven experience in financial services, ideally within wealth management or private banking.
- Direct experience supporting Ultra-High-Net-Worth (UHNW) clients is a significant advantage.
- A strong understanding of financial products, account structures, and the regulatory environment.
- Skills & Competencies
- Exceptional Client Focus: A passion for delivering outstanding, discreet, and personalized service.
- Superb Organizational Skills: Ability to manage multiple priorities, meet deadlines, and maintain precision under pressure.
- Excellent Communication: Strong verbal and written interpersonal skills, with the professionalism to interact confidently with clients and colleagues.
- Collaborative Team Player: A proactive mindset with the ability to work effectively within a team and across departments.
- High Integrity: Unwavering discretion in handling confidential information and a steadfast commitment to ethical conduct.
Assistant Relationship Manager - Elliott James employer: Jobs via eFinancialCareers
Contact Detail:
Jobs via eFinancialCareers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Assistant Relationship Manager - Elliott James
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who have experience with UHNW clients. A friendly chat can lead to valuable insights and even job leads.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of financial products and regulatory environments. We want you to feel confident discussing how you can support Relationship Managers and enhance client satisfaction.
✨Tip Number 3
Showcase your exceptional client focus during interviews. Share examples of how you've delivered outstanding service in the past, especially in high-pressure situations. This will demonstrate your fit for the role!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Assistant Relationship Manager - Elliott James
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Assistant Relationship Manager role. Highlight your experience in financial services and any direct work with UHNW clients. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about wealth management and how you can contribute to our team. Keep it professional but let your personality come through.
Showcase Your Client Focus: In your application, emphasise your exceptional client service skills. Share examples of how you've gone above and beyond for clients in the past. We love seeing that proactive mindset!
Apply Through Our Website: Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Jobs via eFinancialCareers
✨Know Your Client Service Inside Out
Make sure you understand the nuances of client service, especially for Ultra-High-Net-Worth clients. Brush up on how to anticipate their needs and resolve issues quickly. Be ready to share examples from your past experiences where you’ve gone above and beyond for a client.
✨Showcase Your Organisational Skills
Prepare to discuss how you manage multiple priorities and deadlines. Bring specific examples of how you've maintained precision under pressure. This will demonstrate your ability to support Relationship Managers effectively.
✨Communicate with Confidence
Practice your verbal and written communication skills. You’ll need to interact confidently with both clients and colleagues, so consider role-playing common scenarios. This will help you articulate your thoughts clearly during the interview.
✨Emphasise Your Team Spirit
Highlight your collaborative mindset and give examples of how you’ve worked effectively within a team. Discuss any cross-departmental projects you’ve been involved in, as this shows you can work well with others to achieve common goals.
