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- Tasks: Manage relationships with Wealth Management clients and support the Relationship Manager.
- Company: Prestigious private bank with a growing presence in the UK.
- Benefits: Gain valuable experience in private banking and develop client management skills.
- Other info: Opportunity for professional development and maintaining high standards in service.
- Why this job: Join a dynamic team and enhance your career in the finance industry.
- Qualifications: Experience in client-facing roles and understanding of private client products.
The predicted salary is between 30000 - 40000 £ per year.
A prestigious private bank with a significant and growing presence in the UK is seeking a junior Assistant Relationship Manager. The role will involve day-to-day management of the Bank’s relationships with Wealth Management clients.
- 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.
- Processing client account opening from inception to completion, including gathering all necessary KYC and AML documentation.
- 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.
- 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).
- Experience of working as an assistant in private banking or in another client facing front office role.
- An 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.
Junior Assistant Relationship Manager in Edinburgh employer: Saxton Leigh
Contact Detail:
Saxton Leigh Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Junior Assistant Relationship Manager in Edinburgh
✨Tip Number 1
Network like a pro! Get out there and connect with people in the private banking sector. Attend industry events, join relevant online forums, and don’t be shy to reach out 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 services. Understand their client base and be ready to discuss how you can enhance client relationships. We want you to show that you’re not just another candidate, but someone who truly gets what they do!
✨Tip Number 3
Practice your time management skills! As a Junior Assistant Relationship Manager, juggling tasks is key. Use tools like calendars or task lists to demonstrate your ability to prioritise effectively 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 take the initiative to engage directly with us. Let’s get you that dream job!
We think you need these skills to ace Junior Assistant Relationship Manager in Edinburgh
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Junior Assistant Relationship Manager role. Highlight any relevant experience in private banking or client-facing roles, and don’t forget to showcase your time management skills!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about working with Wealth Management clients and how you can contribute to enhancing client relationships. Keep it professional but let your personality show through!
Showcase Your Knowledge: Demonstrate your understanding of the private client industry and the Bank’s products in your application. This shows us that you’re not just applying for any job, but that you’re genuinely interested in this specific role and company.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands and helps us get to know you better. Plus, it’s super easy!
How to prepare for a job interview at Saxton Leigh
✨Know Your Stuff
Make sure you have a solid understanding of the private banking sector and the specific services offered by the bank. Brush up on KYC and AML regulations, as well as the principles of Treating Customers Fairly. This knowledge will not only impress your interviewers but also show that you're genuinely interested in the role.
✨Showcase Your Multi-tasking Skills
Since the role involves juggling multiple tasks, be prepared to discuss how you've successfully managed competing priorities in the past. Use specific examples to illustrate your time management skills and how you can handle both short-term tasks and long-term projects effectively.
✨Demonstrate Client Focus
Highlight your experience in client-facing roles and your ability to build strong relationships. Share examples of how you've gone above and beyond to deliver exceptional service, and be ready to discuss how you would support the Relationship Manager in developing client relationships further.
✨Prepare for Team Collaboration
The role requires liaising with various teams, so be ready to talk about your experience working collaboratively. Discuss how you’ve coordinated with different departments in previous roles and how you plan to keep the Relationship Manager updated on client information while delegating tasks effectively.