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- Tasks: Support clients in private banking, manage KYC processes, and promote banking products.
- Company: Prestigious private bank in London with a dynamic work environment.
- Benefits: Up to £55,000 salary, excellent bonuses, hybrid working, and comprehensive benefits.
- Other info: Opportunity for professional growth in a stimulating private banking setting.
- Why this job: Join a leading bank and build strong client relationships while enhancing your career.
- Qualifications: Minimum 2 years in client service, strong KYC and banking knowledge required.
The predicted salary is between 55000 - 55000 £ per year.
Up to £55,000 plus excellent bonus and benefits. Hybrid working available.
A FANTASTIC opportunity has arisen for a proactive and client-focused individual to join a highly‐prestigious private bank in London. In this role, you will provide primary support for a Client Relationship Officer with a busy book and strong pipeline (including UK and International clients), ensuring seamless client instructions and building robust relationships in a stimulating and dynamic private banking environment.
Key Responsibilities of the Assistant Relationship Manager include:
- Client Onboarding & KYC Management: Take ownership of the full Know Your Customer (KYC) lifecycle, including meticulous collection, thorough analysis, and accurate submission of KYC documentation for new clients. This also encompasses facilitating periodic reviews to ensure ongoing compliance.
- Investment Suitability and Review Management: Proactively manage the scheduling and production of mandatory suitability reports and investor profile periodic reviews, ensuring all client files are accurately maintained in line with MiFID II and internal compliance standards.
- Residential Real Estate & Discretionary Investments: Provide comprehensive support for clients dealing with residential real estate and discretionary investment portfolios.
- Standard Banking Services: Manage essential client‐related administration, including processing payments, foreign exchange (FX) trading, and e‐banking queries.
- Non‐Discretionary Investment Support: Confirm income and book trades for non‐discretionary investment accounts.
- Proactive Client Engagement: Interact directly with clients to follow up on pending issues and effectively escalate complex matters to Client Relationship Officers (CROs) when necessary.
- Internal Collaboration: Manage internal stakeholder relationships with Operations, Compliance, and offshore entities to facilitate annual reviews and onboarding documentation.
- Product & Service Promotion: Actively promote, recommend, and arrange a diverse range of banking and investment products and services.
- Documentation & Research Support: Prepare essential documentation for CROs to ensure timely completion of periodic reviews and onboarding submissions, and conduct research as requested.
- Team Liaison: Serve as the central contact person for other bank departments, providing troubleshooting and support when needed.
- Regulatory Adherence: Ensure strict compliance with the Code of Conduct and all internal regulations, including Cross Border, Anti‐Money Laundering (AML), Clear Desk Policy, and Absence Management.
Requirements for the successful Junior Relationship Manager include:
- Candidates MUST have a minimum of 2 years' experience in a similar client service role within private banking.
- Candidates will ideally be IAD (Investment Advice Diploma) and CeMap qualified (not essential).
- Investment and credit experience is highly desirable.
- Strong KYC, onboarding, and periodic review experience is essential.
- Robust understanding of residential real estate, discretionary investment, and standard banking (e.g., FX trading, payments, e‐banking).
- Strong understanding of private banking processes, financial products, and key regulatory requirements (KYC, AML, FATCA, CRS).
Assistant Relationship Manager (Private Banking) in West End of London employer: Montpellier Resourcing
Contact Detail:
Montpellier Resourcing Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Assistant Relationship Manager (Private Banking) in West End of London
✨Tip Number 1
Network like a pro! Reach out to your connections in the private banking sector and let them know you're on the lookout for opportunities. A friendly chat can sometimes lead to job openings that aren't even advertised.
✨Tip Number 2
Prepare for interviews by researching the bank's values and recent news. This shows you're genuinely interested and helps you tailor your answers to align with their culture. Plus, it gives you some great talking points!
✨Tip Number 3
Practice your client engagement skills! Role-play common scenarios you might face as an Assistant Relationship Manager. This will help you feel more confident when discussing how you'd handle client interactions during interviews.
✨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 (Private Banking) in West End of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Assistant Relationship Manager role. Highlight your experience in client service, KYC management, and any relevant qualifications like IAD or CeMap. 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 private banking and how you can contribute to our team. Be sure to mention specific experiences that relate to the responsibilities listed in the job description.
Showcase Your Client Engagement Skills: Since this role involves proactive client engagement, make sure to include examples of how you've successfully built relationships with clients in the past. We love seeing candidates who can demonstrate their ability to connect and communicate effectively!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at Montpellier Resourcing
✨Know Your KYC
Since the role heavily involves KYC management, make sure you brush up on the entire KYC lifecycle. Be prepared to discuss your experience with client onboarding and how you've ensured compliance in previous roles. This will show that you understand the importance of this process in private banking.
✨Showcase Your Client Engagement Skills
This position requires proactive client engagement, so think of examples where you've successfully built relationships with clients. Prepare to share specific instances where you followed up on issues or escalated matters effectively. This will demonstrate your ability to manage client expectations and maintain strong relationships.
✨Understand Investment Products
Familiarise yourself with various banking and investment products, especially those related to residential real estate and discretionary investments. Be ready to discuss how you would promote these products to clients, as well as any relevant experience you have in managing investment portfolios.
✨Internal Collaboration is Key
Highlight your experience working with different departments, such as Operations and Compliance. Think of examples where you facilitated communication between teams to ensure smooth processes. This will show that you can be a central contact person and support internal collaboration effectively.