About the Company:
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.
About the Role:
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
- 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
- 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.