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Assistant Relationship Manager

2 months ago

London, Greater London, United Kingdom Stephen Bell Associates Ltd Full time

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 document client interaction and maintain accurate records within internal systems.
  • Ensure client KYC and compliance requirements are monitored and up-to-date.
  • Work with private banks to administer loans and deposit renewals.
  • Administer client payments and associated tax certificates.

Qualifications:

The successful candidate will have gained HNW client support/client services experience within wealth management/private banking or financial planning.

Required Skills:

  • Excellent communication skills.
  • Interest in financial markets/investing.
  • Ability to prioritize and meet deadlines.

Preferred Skills:

Desire to progress into a Junior Relationship Manager role.