Assistant Relationship Manager

2 months ago


London, UK, United Kingdom Stephen Bell Associates Full time

Our client is a successful and growing boutique wealth and investment manager. They are seeking an Assistant Relationship Manager to support a small team of Relationship Managers who provide advice to HNW clients on pensions, investments, IHT planning and trusts. Key responsibilities include; assist with the administration of client arrangements, management of client and third party enquiries, including liaising with offshore insurance and trust companies, assist with client reporting, including quarterly valuations and annual suitability reviews, help to coordinate client meetings, diary management and client filing, assist with client reporting and annual review packs, 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 renewal and administer client payments and associated tax certificates. The successful candidate will be a self starter, they will have gained HNW client support/client services experience within wealth management/private banking or financial planning and they will possess excellent communication skills, an interest in financial markets/investing, the ability to prioritise and meet deadlines and a desire to progress into a Junior Relationship Manager role.


  • Relationship Manager

    3 weeks ago


    London,, UK, United Kingdom Tandem Search Full time

    Relationship Manager – London, UKRole Overview:The Relationship Manager will play a key role in building and nurturing long-term client relationships, ensuring exceptional service delivery, and driving opportunities for contract and interim placements. This position focuses on engaging with clients across various sectors, placing a strong emphasis on...

  • Relationship Manager

    2 weeks ago


    London,, UK, United Kingdom Salt Full time

    Role: Relationship ManagerLocation: London - hybrid working As a Relationship Manager, you will be essential in nurturing client relationships, ensuring satisfaction, and driving loyalty in a fast-paced environment. You’ll work directly with clients to understand their needs, delivering solutions that add value and support long-term partnerships. This role...

  • Relationship Manager

    2 weeks ago


    London, Warwick Court, UK, United Kingdom myGwork Full time

    This job is with T Rowe Price, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly. There is a place for you at T. Rowe Price to grow, contribute, learn, and make a difference. ​ We are a premier asset manager focused on delivering...


  • London, UK, United Kingdom Barclay Simpson Full time

    My client is a small international bank with a growing real estate finance book. Following an internal restructure and promotion, they are looking to replace a senior relationship manager with knowledge, and contacts, across either Real Estate Finance (Commercial / Resi / Portfolio BTL) or SME lending, in particular Trade / Receivables / Invoice Finance....


  • London, UK, United Kingdom eFinancialCareers Full time

    You will manage the relationship with the Private Banks who further distribute the investments. Managing complex onboarding projects, problem solving and ensuring smooth process Manage ongoing relationships with the private banks, providing updates and assistance as required Ideal candidate: Seeking a candidate who has experience in an onboarding or...


  • London, UK, UK, United Kingdom Blue Legal Full time

    A premier international law firm is looking for a Client Relationship Manager to work closely with its relationship partners and global client teams, to enhance relationships with high-priority clients. This role focuses on cross-selling, revenue expansion, and developing deep client connections to support growth within a collaborative, high-performance...

  • Relationship Manager

    3 weeks ago


    London,, UK, United Kingdom AT Talent - Rec2Rec Full time

    This Recruitment agency is offering an exceptional opportunity for a talented Relationship / Account Manager to join their industry-leading team. This role offers the chance to be part of a sales-led business with a strong track record of year-on-year growth. The successful candidate will have the opportunity to develop and nurture accounts, ensuring a...


  • London, UK, UK, United Kingdom Collins Property Recruitment Full time

    We’re exclusively partnering with a fast-growing, flexible office provider with 12 Central London locations—and more on the way!They’re recruiting for a Client Relationship/Account Manager to build strong relationships with tenants, collaborate with commercial estate agents, and help fill new spaces as they open.Today they let and manage circa 250,000...


  • London,, UK, United Kingdom Orla Rose Associates Full time

    Client Relationship Management The successful candidate will work closely with the front office team acting as a key point of contact internally (settlements and sales teams) and externally (client-facing).The ideal candidate would be proactive, able to multitask and enjoy a fast-paced, high performing environment.Key Responsibilities and AttributesClient...

  • Relationship Manager

    2 months ago


    London,, UK, United Kingdom Frenchfounders Full time

    Club Manager UK Envie d’intégrer le 1er réseau de décideurs francophones au monde ? De développer un réseau international puissant ? Rejoins l ’équipe de Frenchfounders au poste de Club Manager UK basé à LondresTu as un fort « business acumen », un attrait pour l’international, une excellente connaissance tu tissus entrepreneurial local. Nous...


  • London,, UK, United Kingdom EC Recruitment Limited Full time

    Are you a people person with a knack for problem-solving? Are you someone who thrives on ensuring things run smoothly?We are recruiting on behalf of a leading Property Development and Asset Management company for an exciting role based in Northwest London. This is a fantastic opportunity to be part of a rooftop development project on an existing residential...


  • London,, UK, United Kingdom SS&C Technologies Full time

    SS&C Technologies seeks a Director, Relationship Manager. As a key member of the relationship management team, you will develop and maintain exceptional client relationships to designated client or group of clients, ensuring their operational needs and issues, both tactical and strategic, are managed to the highest level of satisfaction.About SS&C...


  • London,, UK, United Kingdom IPS Group Full time

    Insurance Relationship ManagerLondonTo £125,000 + packageAre you at a cross roads in your underwriting career, unsure of your next steps?We have an excellent role, which has huge potential to take your career in interesting places due to the exposure you will be given to C-suite individuals across the Lloyd’s market. In terms of skillset, we are seeking...


  • London, UK, United Kingdom Ateca Consulting Full time

    We are seeking top talent in the industry, with the following qualifications: - Minimum of 5 - 10 years’ experience as a Private Banker or Relationship Manager. - Proven client base of $150 million or more. - Track record of longevity in job history - Strong expertise in managing relationships with high-net-worth individual investors. - Must already be...

  • Relationship Manager

    2 months ago


    London,, UK, United Kingdom JLB Full time

    JLB are delighted to be partnering with a sports, media and entertainment investment company in the recruitment of a business development/relationship manager.Based in London, the successful candidate will be responsible for developing key relationships with athletes globally and advise on potential investment opportunities.Key Responsibilities Build key...


  • London,, UK, United Kingdom Totum Partners Full time

    Senior Client Relationship Manager - Private Capital (12 month FTC)We are delighted to be partnering with a leading firm seeking a dynamic Senior Client Relationship Manager to join their Private Capital team on a 12-month fixed-term contract. This is a unique opportunity to work closely with senior leadership to shape the firm's client relationship...


  • London, UK, United Kingdom Risk Management Solutions Full time

    At Moodys, we unite the brightest minds to turn today’s risks into tomorrow’s opportunities. We do this by striving to create an inclusive environment where everyone feels welcome to be who they are-with the freedom to exchange ideas, think innovatively, and listen to each other and customers in meaningful ways. If you are excited about this opportunity...


  • London, UK, United Kingdom HFG Full time

    New Vacancy - Insurance Relationship Manager - UK PropertyReinsurer City of London I am currently recruiting for a leading Reinsurer who are seeking a Underwriting Engagement Manager to join their growing team. My client is looking for someone with a strong technical background in direct/reinsurance UK commercial property space. Whilst this role won't...


  • London , London, UK, United Kingdom Anthem Consulting Full time

    Client Relationship / Account Manager role in a top global law firm, focusing on UIK Government clients. London based with hybrid working (3 days in the office). Competitive salary. This global law firm, with a great culture and progression opportunities, is looking for a Client Relationship Manager to lead on their relationship with the UK Government. ...


  • London,, UK, United Kingdom Centre People Appointments Full time

    Japanese-speaking Relationship Manager (VP) (MW45871)A Japanese bank based in London is currently recruiting a Japanese-speaking Relationship Manager (VP).In this role you will be responsible for the relationship management, customer credit, document process and controls, customer satisfaction, and education and self-development.This role is to be a...