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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 career growth.
- Other info: Collaborative team culture with opportunities for professional development.
- Why this job: Join a leading bank and build strong client relationships while enhancing your financial expertise.
- Qualifications: 2+ years in client service within private banking; KYC and investment knowledge preferred.
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 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
✨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 lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by researching the bank's values and recent news. We want you to show genuine interest in their work and how you can contribute. Tailor your answers to highlight your experience with KYC and client engagement.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family, focusing on common questions for Assistant Relationship Managers. This will help you articulate your experience in investment suitability and compliance confidently.
✨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 take the initiative to engage directly with us.
We think you need these skills to ace Assistant Relationship Manager (Private Banking) in West End
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 key responsibilities outlined in the job description.
Showcase Your Client Engagement Skills: In your application, emphasise your proactive client engagement abilities. Share examples of how you've built strong relationships and handled complex issues in previous roles. We love candidates who can connect with clients and make their experience seamless!
Apply Through Our Website: We encourage you to apply through our website for the best chance of getting noticed. It’s super easy, and you'll be able to keep track of your application status. Plus, we love seeing applications come directly from our site!
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 collecting and analysing KYC documentation, as well as how you ensure compliance during periodic reviews.
✨Showcase Your Client Engagement Skills
This position requires proactive client engagement, so think of examples where you've successfully interacted with clients. Highlight how you followed up on issues and escalated complex matters effectively to demonstrate your communication skills.
✨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 and support their investment needs.
✨Collaboration is Key
The role involves working closely with internal teams like Operations and Compliance. Prepare to share experiences where you've collaborated with different departments to achieve a common goal, showcasing your teamwork and problem-solving abilities.