Assistant Relationship Manager

12 hours ago


London, Greater London, United Kingdom Stephen Bell Associates Ltd Full time
Job Title: Assistant Relationship Manager

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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