Assistant Relationship Manager - Wealth Management - London
- Employer
- twentyAI
- Location
- London, United Kingdom
- Salary
- £50k - £60k
- Closing date
- Sep 29, 2023
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- Job Function
- Operations
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
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Responsibilities
Experience
- 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
Experience
- 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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