Assistant Relationship Manager - Private Banking
Excellent opportunity opens for a motivated ARM to join a leading Private Bank & Wealth Manager. You will play a key role in supporting Relationship Managers and the wider team in delivering a high-quality, efficient and seamless service across a sophisticated private client portfolio.
Main Responsibilities:
*Act as the first point of contact for clients (HNWI & UHNW) in the absence of the Relationship Manager, ensuring requests and queries are handled promptly and professionally.
*Execute and monitor day-to-day banking operations including trades, payments, cash movements, deposits, loans and security transfers.
*Prepare documentation, reports and briefing materials, ensuring accuracy and completeness.
*Support the ongoing management of portfolios through processing transactions and maintaining up-to-date records.
*Monitor maturities across deposits, loans and investments, taking appropriate action and escalating where required.
*Handle account onboarding, maintenance and closure in line with internal procedures and regulatory requirements.
*Coordinate with internal stakeholders including Trading, Treasury, Operations, Investment Services, Compliance and Risk to ensure smooth execution of activities.
*Manage system alerts, workflow tasks and operational controls, ensuring timely resolution and escalation where necessary.
*Support data gathering and analysis to resolve queries and improve overall service delivery.
*Assist with KYC and AML documentation collection and ensure records remain accurate and compliant.
*Ensure all activities adhere to internal policies, regulatory standards and audit requirements.
*Maintain a high level of professionalism, accuracy and discretion when handling sensitive information.
Key Requirements:
*2 - 4 years’ experience in a similar position (Client Services, Assistant Relationship Manager or equivalent).
*Previous experience within a Private Bank or Wealth Manager.
*Solid understanding of core asset classes (equities, bonds, funds); exposure to derivatives or structured products is advantageous.
*CISI Level 3 (or minimum Introduction to Securities & Investments) or equivalent.
*Strong organisational skills with high attention to detail.
*Ability to manage multiple tasks efficiently in a fast-paced environment.
*Strong communication and interpersonal skills with a collaborative mindset.
*Proactive, reliable and solutions-oriented approach.
Interested? Apply now.
Client Service Executive Private Banking Wealth Management Assistant Relationship Management Operations Trade Support Payments Securities Investments Banking Operations CSE UHNW