Assistant Relationship Manager
2 weeks ago
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.
-
Assistant Relationship Manager
2 weeks ago
London Area, United Kingdom Stephenson Executive Search Full timeAssistant Relationship Manager (ARM) - Private BankingIntroductionMy 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...
-
Assistant Relationship Manager
2 weeks ago
London Area, United Kingdom Stephenson Executive Search Full timeAssistant Relationship Manager (ARM) - Private BankingIntroductionMy 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...
-
Assistant Relationship Manager
4 weeks ago
London Area, United Kingdom Levrara Consulting Group Full time12 Month FTC Arabic Speaking Assistant Relationship Manager required for Middle Eastern Private Bank5 days/week in the office is mandatory Salary is between £40-45k Minimum of 2 years in similar role required
-
Assistant Relationship Manager
4 weeks ago
London Area, United Kingdom Levrara Consulting Group Full time12 Month FTC Arabic Speaking Assistant Relationship Manager required for Middle Eastern Private Bank 5 days/week in the office is mandatory Salary is between £40-45k Minimum of 2 years in similar role required
-
Assistant Relationship Manager
4 weeks ago
London Area, United Kingdom Levrara Consulting Group Full time12 Month FTC Arabic Speaking Assistant Relationship Manager required for Middle Eastern Private Bank5 days/week in the office is mandatory Salary is between £40-45k Minimum of 2 years in similar role required
-
Assistant Relationship Manager
4 weeks ago
London Area, United Kingdom Levrara Consulting Group Full time12 Month FTC Arabic Speaking Assistant Relationship Manager required for Middle Eastern Private Bank5 days/week in the office is mandatory Salary is between £40-45k Minimum of 2 years in similar role required
-
Assistant Relationship Manager
4 weeks ago
London Area, United Kingdom Levrara Consulting Group Full time12 Month FTC Arabic Speaking Assistant Relationship Manager required for Middle Eastern Private Bank5 days/week in the office is mandatory Salary is between £40-45k Minimum of 2 years in similar role required
-
Assistant Relationship Manager
4 weeks ago
London Area, United Kingdom Levrara Consulting Group Full time12 Month FTC Arabic Speaking Assistant Relationship Manager required for Middle Eastern Private Bank 5 days/week in the office is mandatory Salary is between £40-45k Minimum of 2 years in similar role required
-
Assistant Relationship Manager
4 weeks ago
Camden Area, United Kingdom Levrara Consulting Group Full time12 Month FTC Arabic Speaking Assistant Relationship Manager required for Middle Eastern Private Bankn5 days/week in the office is mandatorynSalary is between £40-45knMinimum of 2 years in similar role required
-
Assistant Relationship Manager
4 weeks ago
Camden Area, United Kingdom Levrara Consulting Group Full time12 Month FTC Arabic Speaking Assistant Relationship Manager required for Middle Eastern Private Bankn5 days/week in the office is mandatorynSalary is between £40-45knMinimum of 2 years in similar role required
-
Finance Assistant
5 days ago
London, United Kingdom Client Relationship Consultancy Full time**The role** The Finance Assistant will be responsible for supporting the finance team in managing and developing the financial side of a privately owned and fast growing company. **The Company** The Client Relationship Consultancy is a specialist data driven consultancy supporting clients in the advertising, media, marketing and manufacturing sectors and...
-
Relationship Manager
1 month ago
London Area, United Kingdom GB Bank Full timeAbout us We are a team of ambitious, passionate, and committed people who have come together to make our shared purpose a reality – to help build better futures for the communities that need it most. We recently achieved our full banking licence and are delighted to be growing our team to enable our ambitions. We are determined to grow a bank that we and...
-
Relationship Manager
2 weeks ago
London Area, United Kingdom GB Bank Full timeAbout us We are a team of ambitious, passionate, and committed people who have come together to make our shared purpose a reality – to help build better futures for the communities that need it most. We recently achieved our full banking licence and are delighted to be growing our team to enable our ambitions. We are determined to grow a bank that we and...
-
Relationship Manager
4 weeks ago
London Area, United Kingdom GB Bank Full timeAbout us We are a team of ambitious, passionate, and committed people who have come together to make our shared purpose a reality – to help build better futures for the communities that need it most. We recently achieved our full banking licence and are delighted to be growing our team to enable our ambitions. We are determined to grow a bank that we and...
-
Assistant Relationship Manager
2 weeks ago
London, United Kingdom Stephenson Executive Search Full timeAssistant 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
2 weeks ago
London, United Kingdom Stephenson Executive Search Full timeAssistant 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
2 weeks ago
London, United Kingdom Stephenson Executive Search Full timeAssistant 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...
-
Assistant Relationship Manager
2 weeks ago
London, United Kingdom Stephenson Executive Search Full timeAssistant 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...
-
Assistant Relationship Manager
2 weeks ago
London, Greater London, United Kingdom Stephenson Executive Search Full timeAssistant Relationship Manager (ARM) - Private BankingBe one of the first applicants, read the complete overview of the role below, then send your application for consideration.IntroductionMy clients core business is wealth management services for individuals, families, entrepreneurs, retirees and the next generation of asset owners. It includes...
-
Assistant Relationship Manager
2 weeks ago
London, United Kingdom Stephenson Executive Search Full timeAssistant Relationship Manager (ARM) - Private BankingConsidering applying for this job Do not delay, scroll down and make your application as soon as possible to avoid missing out.IntroductionMy clients core business is wealth management services for individuals, families, entrepreneurs, retirees and the next generation of asset owners. It includes...
