Assistant Relationship Manager

2 weeks ago


London, United Kingdom Stephenson Executive Search Full time

Assistant Relationship Manager (ARM) - Private Banking
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;
Update and maintain the client management system;
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

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.


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