Assistant Relationship Manager
12 hours ago
About the Company:
Stephen Bell Associates Ltd is a boutique wealth and investment manager seeking an Assistant Relationship Manager to support a small team of Relationship Managers.
About the Role:
The successful candidate will assist with the administration of client arrangements, manage client and third-party enquiries, and coordinate client meetings.
Key Responsibilities:
- Administer client arrangements, including quarterly valuations and annual suitability reviews
- Liaise with offshore insurance and trust companies to manage client enquiries
- Assist with client reporting, including quarterly valuations and annual suitability reviews
- Coordinate client meetings, diary management, and client filing
- Document client interaction and maintain accurate records within internal systems
- Monitor and update client KYC and compliance requirements
- Administer client payments and associated tax certificates
Requirements:
The successful candidate will have gained HNW client support/client services experience within wealth management/private banking or financial planning.
Desirable Skills:
- Excellent communication skills
- Interest in financial markets/investing
- Ability to prioritize and meet deadlines
Progression Opportunities:
The role offers the opportunity to progress into a Junior Relationship Manager position.
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