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- Tasks: Manage client relationships and support the Relationship Manager in daily operations.
- Company: Prestigious private bank with a growing presence in the UK.
- Benefits: Competitive salary, professional development, and a dynamic work environment.
- Why this job: Join a leading bank and make a real impact on client relationships.
- Qualifications: Experience in private banking or wealth management is essential.
- Other info: Opportunity to enhance processes and contribute ideas in a supportive team.
The predicted salary is between 40000 - 50000 £ per year.
A prestigious private bank with a significant and growing presence in the UK is seeking an Assistant Relationship Manager. The role will involve day-to-day management of the Bank’s relationships with Wealth Management clients.
Key Responsibilities:
- Build and maintain strong relationships with clients whilst handling day-to-day correspondence with them and their representatives.
- Multi-task and use effective time management skills to prioritise short-term tasks while simultaneously managing longer-term projects.
- Full ownership of cash management solutions.
- Executing and ensuring settlement of client orders (FX, Cash, Equities, Fixed Income etc.).
- Processing client account opening from inception to completion, including gathering all necessary KYC and AML documentation.
- Assisting with the completion of event-driven and periodic reviews.
- Preparing credit and loan requests including general administration of credit facilities.
- Liaising with other branches for cross-booked accounts.
- Diarise and prepare for client meetings with the Relationship Manager – liaise with portfolio managers, wealth planners and the credit team prior to coordinate attendance, where appropriate.
- Review past meeting notes, identify areas to discuss and if any information is required from the clients to update our records.
- Assist the Relationship Manager with the preparation of Investment Suitability Reviews and Credit proposals for banker sign off, documenting client circumstances appropriately, with the ability to identify high risk and vulnerable clients and support them to required standard.
- Keeping the Relationship Manager up-to-date with all client related information and delegating tasks accordingly.
- Initiate projects to enhance existing processes and contribute ideas for improvements to the team and to management.
- Support the Relationship Manager in revenue generation from existing and potential clients by identifying new opportunities, whilst at all times being mindful of, and adhering to the principles of Treating Customers Fairly.
- Act as a point of contact for Relationship Managers when they are away from the office or on annual leave.
- Actively assisting the Relationship Manager in developing client relationships to their full business potential through a detailed knowledge of the client.
- Maintain excellent professional standards through appropriate training and development, keeping up to date with developments in the marketplace.
- Maintain in-depth knowledge of the Bank’s products and services.
- To adhere to the Bank’s Policies and Procedures and act in accordance with the regulatory requirements and standards under the Financial Conduct Authority (FCA) and Prudential Conduct Authority (PRA).
- To comply with the principles, codes and practices for approved persons and the rules of the FCA and PRA.
About You:
- Experience of working as an assistant relationship manager in private banking or wealth management is essential.
- A good understanding of the private client industry and its products.
- You understand and enjoy dealing with sophisticated private investors.
- You are outgoing, client focused and understand what it means to deliver impeccable service.
- You are a strong team player who is highly organised, logical in your approach, have an eye for detail, and you are able to handle many parallel tasks.
For further information please contact Marcus Courtney.
Assistant Relationship Manager employer: Saxton Leigh
Contact Detail:
Saxton Leigh Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Assistant Relationship Manager
✨Tip Number 1
Network like a pro! Get out there and connect with people in the private banking and wealth management sectors. Attend industry events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by researching the bank and its clients. Understand their products and services inside out. This will not only impress your interviewers but also help you tailor your answers to show how you can add value as an Assistant Relationship Manager.
✨Tip Number 3
Practice your pitch! Be ready to explain how your experience aligns with the role. Highlight your skills in managing client relationships and multitasking under pressure. We want to hear how you can contribute to the team and enhance client satisfaction.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining our prestigious bank. Let’s get you that Assistant Relationship Manager role!
We think you need these skills to ace Assistant Relationship Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Assistant Relationship Manager role. Highlight your experience in private banking or wealth management, and showcase how you've built strong client relationships in the past.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention specific skills like time management and your ability to work under pressure, as these are key for us.
Showcase Your Client Focus: In your application, emphasise your client-focused approach. Share examples of how you've delivered impeccable service and supported clients in the past. We love seeing candidates who understand the importance of treating customers fairly!
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 Saxton Leigh
✨Know Your Clients
Before the interview, research the bank's client base and their typical needs. Understanding the nuances of private banking and wealth management will help you demonstrate your knowledge and show that you're ready to build strong relationships with clients.
✨Showcase Your Multi-tasking Skills
Prepare examples from your past experiences where you've successfully managed multiple tasks under pressure. Highlight how you prioritised effectively and met deadlines, as this role requires juggling short-term tasks with long-term projects.
✨Demonstrate Your Team Spirit
Be ready to discuss how you've collaborated with others in previous roles. This position involves liaising with various teams, so sharing specific instances where you worked well within a team will show that you're a strong fit for their culture.
✨Stay Updated on Industry Trends
Familiarise yourself with the latest developments in private banking and wealth management. Being able to discuss current trends or recent changes in regulations will not only impress your interviewers but also show your commitment to professional growth.