Relationship Managers Assistant – Boutique Wealth Manager

Our client is a successful boutique wealth manager serving HNW clients in the UK, Europe and Asia. They are hiring a Relationship Manager’s Assistant role. Key responsibilities include; provide administrative support to a small team of Relationship Managers, assist with the  administration of portfolios, client records and opening accounts, including obtaining KYC and AML documentation, resolve queries from clients and intermediaries, keep client information up to date, liaise with accounts and operations teams over cash movements and to administer payments and ensure that compliance regulations are adhered to.

The successful candidate will be a self-starter and highly numerate with a ‘can do’ attitude,  they will have gained experience working in a similar role in wealth management or private banking, possess strong verbal and written communication skills, good problem solving skills and the ability to use their initiative and multi-task whilst maintaining a high level of attention to detail. Medium term the successful candidate could progress into a junior relationship manager role. 

Call on +44 0203 709 4126 for a confidential chat about your next career move or apply directly to this vacancy.