Relationship Management Support

2 months ago


London, United Kingdom Centre People Appointments Ltd Full time

A Japanese bank is currently recruiting a Relationship Management Support (AVP level) to work in their office in the City of London.
In this role you will be responsible for assisting in the sustainable growth of the department’s business and ensure all the required internal & external policies, rules and procedures relating to Compliance/KYC/AML are followed.

**TYPE**: Permanent, full-time
**WORKING HOURS**: 9:00-17:00 from Monday to Friday
**SALARY**: £62-78k depending on experience, plus good benefits
**START**: ASAP
**LOCATION**: City of London (Currently Hybrid working style - It may change depending on the company’s decision.)

**RELATIONSHIP MANAGEMENT SUPPORT MAIN RESPONSIBILITIES**:

- Direct responsible for conducting KYC, onboarding new clients, maintaining the account, account closure and other relevant tasks
- Support relationship managers on operational and administration tasks
- Assist RMs in the execution of transactions in close collaboration with other Middle/Back Office stakeholders, most notably various teams within their middle/back office
- Accompanying relationship managers to meet new and existing clients, including thereafter creation & circulation of call reports
- Assisting RMs in producing marketing materials and managing the associated compliance review process
- Manage confidential information with discretion and professionalism
- Comply with various regulations, internal policies, procedures, and rules
- Other ad hoc tasks requested by more senior members of the team, and which contribute to the operation of the department

**RELATIONSHIP MANAGEMENT SUPPORT IDEAL CANDIDATE**:

- Degree level education and / or working toward relevant professional qualification (e.g., ACCA, CFA, MCT)
- Experience of working in the financial sector
- Excellent communication and interpersonal skills; both written and verbal
- Asian language skills are favourable but not required
- Attention to detail is critical
- Working level knowledge of key corporate finance concepts
- Self-motivated and flexible approach is essential, including an ability to work on multiple tasks in parallel under pressure and time constraints
- Ability to work as part of the team essential
- IT literate, including fluency with key Microsoft Office packages.

**All applicants must have the right to work in the UK as the Company is not able to offer visa support.**

**Job Types**: Full-time, Permanent

**Salary**: £62,000.00-£78,000.00 per year

**Benefits**:

- Work from home

Schedule:

- Monday to Friday

Application question(s):

- Do you have a degree level education and / or working toward relevant professional qualification (e.g., ACCA, CFA, MCT)?

**Experience**:

- finance: 5 years (required)

**Language**:

- business level of English (required)

Work authorisation:

- United Kingdom (required)

Work Location: In person

Reference ID: LM45048



  • London, United Kingdom Defence Relationship Management Full time

    Applications are invited for a Full-Time Assistant Director Communications at Defence Relationship Management (DRM) and the Council of Reserve Forces’ & Cadets’ Association (CRFCA). The post is based in Holderness House, London EC2A 4EY. This is an exciting time to be joining the Communications team at Defence Relationship Management (DRM). Reporting to...


  • London, United Kingdom YOU Asset Management Full time

    YOU Asset Management (YOU) is a multi-award winning investment firm and is part of the Finli Group. With a name inspired by our clients, we are focused on creating excellent real world outcomes for our clients. We have a broad range of MPS portfolios with track records going back 19 years and flagship unitised Funds with just shy of five years’ records.All...


  • London, United Kingdom YOU Asset Management Full time

    YOU Asset Management (YOU) is a multi-award winning investment firm and is part of the Finli Group. With a name inspired by our clients, we are focused on creating excellent real world outcomes for our clients. We have a broad range of MPS portfolios with track records going back 19 years and flagship unitised Funds with just shy of five years’ records.All...


  • London, United Kingdom YOU Asset Management Full time

    Job Description YOU Asset Management (YOU) is a multi-award winning investment firm and is part of the Finli Group. With a name inspired by our clients, we are focused on creating excellent real world outcomes for our clients. We have a broad range of MPS portfolios with track records going back 19 years and flagship unitised Funds with just shy of five...


  • London, United Kingdom YOU Asset Management Full time

    YOU Asset Management (YOU) is a multi-award winning investment firm and is part of the Finli Group. With a name inspired by our clients, we are focused on creating excellent real world outcomes for our clients. We have a broad range of MPS portfolios with track records going back 19 years and flagship unitised Funds with just shy of five years’ records. ...


  • London, United Kingdom YOU Asset Management Full time

    YOU Asset Management (YOU) is a multi-award winning investment firm and is part of the Finli Group. With a name inspired by our clients, we are focused on creating excellent real world outcomes for our clients. We have a broad range of MPS portfolios with track records going back 19 years and flagship unitised Funds with just shy of five years’ records.We...


  • London, United Kingdom YOU Asset Management Full time

    YOU Asset Management (YOU) is a multi-award winning investment firm and is part of the Finli Group. With a name inspired by our clients, we are focused on creating excellent real world outcomes for our clients. We have a broad range of MPS portfolios with track records going back 19 years and flagship unitised Funds with just shy of five years’ records. ...


  • London, United Kingdom YOU Asset Management Full time

    Job Description YOU Asset Management (YOU) is a multi-award winning investment firm and is part of the Finli Group. With a name inspired by our clients, we are focused on creating excellent real world outcomes for our clients. We have a broad range of MPS portfolios with track records going back 19 years and flagship unitised Funds with just shy of five...


  • London, United Kingdom YOU Asset Management Full time

    YOU Asset Management (YOU) is a multi-award winning investment firm and is part of the Finli Group. With a name inspired by our clients, we are focused on creating excellent real world outcomes for our clients. We have a broad range of MPS portfolios with track records going back 19 years and flagship unitised Funds with just shy of five years’ records.We...


  • London, United Kingdom YOU Asset Management Full time

    YOU Asset Management (YOU) is a multi-award winning investment firm and is part of the Finli Group. With a name inspired by our clients, we are focused on creating excellent real world outcomes for our clients. We have a broad range of MPS portfolios with track records going back 19 years and flagship unitised Funds with just shy of five years’ records.We...


  • London,, UK, United Kingdom YOU Asset Management Full time

    YOU Asset Management (YOU) is a multi-award winning investment firm and is part of the Finli Group. With a name inspired by our clients, we are focused on creating excellent real world outcomes for our clients. We have a broad range of MPS portfolios with track records going back 19 years and flagship unitised Funds with just shy of five years’ records.We...


  • London Area, United Kingdom YOU Asset Management Full time

    YOU Asset Management (YOU) is a multi-award winning investment firm and is part of the Finli Group. With a name inspired by our clients, we are focused on creating excellent real world outcomes for our clients. We have a broad range of MPS portfolios with track records going back 19 years and flagship unitised Funds with just shy of five years’ records.We...


  • London Area, United Kingdom YOU Asset Management Full time

    YOU Asset Management (YOU) is a multi-award winning investment firm and is part of the Finli Group. With a name inspired by our clients, we are focused on creating excellent real world outcomes for our clients. We have a broad range of MPS portfolios with track records going back 19 years and flagship unitised Funds with just shy of five years’ records.We...


  • London Area, United Kingdom YOU Asset Management Full time

    YOU Asset Management (YOU) is a multi-award winning investment firm and is part of the Finli Group. With a name inspired by our clients, we are focused on creating excellent real world outcomes for our clients. We have a broad range of MPS portfolios with track records going back 19 years and flagship unitised Funds with just shy of five years’ records. We...


  • London, United Kingdom Chartered Management Institute Full time

    Location: London, home-based with regular travel to visit partners Experience, qualification, and soft skills, have you got everything required to succeed in this opportunity Find out below.Reports to: Associate Head of Higher EducationSalary: £45,000 plus bonus and excellent benefitsClosing Date: 11th June 2024About the role:Growing and enhancing CMI’s...


  • London, United Kingdom Chartered Management Institute Full time

    Location: London, home-based with regular travel to visit partners Experience, qualification, and soft skills, have you got everything required to succeed in this opportunity Find out below.Reports to: Associate Head of Higher EducationSalary: £45,000 plus bonus and excellent benefitsClosing Date: 11th June 2024About the role:Growing and enhancing CMI’s...


  • London, United Kingdom Chartered Management Institute Full time €45,000

    Job Description Location: London, home-based with regular travel to visit partners Reports to: Associate Head of Higher Education Salary: £45,000 plus bonus and excellent benefits Closing Date: 11th June 2024 About the role: Growing and enhancing CMI’s value with our Partners is a key growth area for CMI in line with our strategic objectives. We...

  • Relationship Manager

    9 hours ago


    London, United Kingdom Chartered Management Institute Full time €45,000

    Job Description Location: London, home-based with regular travel to visit partners Reports to: Associate Head of Higher Education Salary: £45,000 plus bonus and excellent benefits Closing Date: 11th June 2024 About the role: Growing and enhancing CMI’s value with our Partners is a key growth area for CMI in line with our strategic objectives. We...


  • London, United Kingdom Chartered Management Institute Full time

    Location: London, home-based with regular travel to visit partners Reports to: Associate Head of Higher EducationSalary: £45,000 plus bonus and excellent benefitsClosing Date: 11th June 2024About the role:Growing and enhancing CMI’s value with our Partners is a key growth area for CMI in line with our strategic objectives. We are looking to recruit an...


  • London, United Kingdom Chartered Management Institute Full time

    Location: London, home-based with regular travel to visit partners Reports to: Associate Head of Higher EducationSalary: £45,000 plus bonus and excellent benefitsClosing Date: 11th June 2024About the role:Growing and enhancing CMI’s value with our Partners is a key growth area for CMI in line with our strategic objectives. We are looking to recruit an...