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Assistant Relationship Manager

3 months ago

London, United Kingdom Stephenson Executive Search Full time

Assistant Relationship Manager (ARM) - Private Banking

Introduction

My clients core business is wealth management services for individuals, families, entrepreneurs, retirees and the next generation of asset owners. It includes discretionary management, advisory services and wealth planning.

Having recently hired a Relationship Manager, the firm are in need of an Assistant Relationship Manager / Junior Private Banker to;

  • Provide assistance with file reviews for account opening purposes and ongoing remediation;
  • Assist Private Wealth Management team members with suitability reviews for clients;
  • Assist with producing quarterly and ad hoc reports for all Private Clients;
  • Assist with all client correspondence including maintaining electronic files;
  • Update and maintain the client management system;
  • Prepare and deliver client packs to relationship managers;

This opportunity is looking to secure the services of an individual who is early on in their career looking to progress into a Private Banker / Relationship Manager

Qualifications, Experience, and background

  • CISI (or equivalent) - this is desired in order take orders and give information to clients.
  • Experience of providing fundamental support in all phases of client service, client relationship building and account maintenance to assist the business activities of the Relationship Managers.

Please do apply if this opportunity might be of interest.