Assistant Relationship Manager - Boutique Wealth and Investment Manager - eFinancialCareers : Job Details

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. 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, assist with client reporting and annual review packs, 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 and administer client payments and associated tax certificates. The successful candidate will be a self starter, they will have gained HNW client support/client services experience within wealth management/private banking or financial planning and they will possess excellent communication skills, an interest in financial markets/investing, the ability to prioritise and meet deadlines and a desire to progress into a Junior Relationship Manager role.