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Assistant Relationship Manager - Wealth Management - London

London, United Kingdom
£50k - £60k
Closing date
Sep 29, 2023

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Job Function
Industry Sector
Finance - General
Employment Type
Full Time
  • Provide a high level of client service, client relationship building and account management to assist RMs
  • Provide client service support in accepting and placing order upon RM and client request whilst responding to enquiries on accounts.
  • Deal with a multitude of queries including balances, account activity, security, product, information research etc
  • Provide administrative support to RMs and associated documentation
  • Review client portfolios for all updates
  • Assist RMs with marketing and presentations as required
  • Monitor for potential risk activity in the client base and dealing with the operational risks effectively
  • Support PM with regulatory responsibilities
  • Adherence to Firm's policies and procedures
  • Ensure FCA Conduct Rules are understood

  • Previous exposure in a Relationship Management/ Client Service role
  • Investment Management/Wealth management experience
  • Experience dealing with customers
  • Passionate about client service
  • Good MS Office skills (excel, word, powerpoint)

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