Assistant Relationship Manager - Contract - Wealth & Private Banking

Summary: The Assistant Relationship Manager will support Relationship Managers in providing exceptional banking services to Ultra High Net Worth Individuals (UHNWIs) within a Private Bank & Wealth Manager. This contract role involves managing client interactions, preparing documentation, and ensuring compliance with internal and regulatory standards. The position requires strong organizational skills and the ability to handle multiple tasks efficiently while maintaining a client-first approach.

Key Responsibilities:

• Act as the first point of contact for clients in the absence of the Relationship Manager, ensuring requests and queries are handled promptly and professionally.
• Prepare documentation and briefing packs for client meetings and follow up on post-meeting actions.
• Support Relationship Managers with managing client portfolios, orders, trades, payments, and other transactional needs.
• Monitor maturity lists (deposits, loans, trades), take standard actions autonomously, and escalate when client input is required.
• Handle account opening, closing, and maintenance procedures in line with compliance standards.
• Coordinate with internal stakeholders including Treasury, Trading, Operations, Investment Services, Compliance, and Front Risk Management to ensure smooth execution of client needs.
• Monitor and manage system alerts and operational tasks directly, escalating investment-related matters where required.
• Liaise with Relationship Managers to plan and coordinate business travel, document preparation, and other logistical needs.
• Support the onboarding process through timely and accurate collection of KYC and AML documentation.
• Ensure all activities comply with internal policies, legal and regulatory requirements, and external audit standards.
• Maintain confidentiality and handle sensitive information with utmost discretion.

Key Skills:

• Strong organizational skills and attention to detail.
• IAD or IOC preferred.
• Able to prioritize and multitask under pressure while maintaining high accuracy.
• Excellent interpersonal skills with a client-first attitude.
• Previous experience working in a Private Bank or Wealth Manager.
• Bank apprenticeship or equivalent qualification in finance or banking.

Salary (Rate): undetermined

City: London Area

Country: United Kingdom

Working Arrangements: undetermined

IR35 Status: undetermined

Seniority Level: undetermined

Industry: Other