Assistant Relationship Manager – Boutique Wealth and Investment Manager

at  Stephen Bell Associates

ABOUT THE COMPANY:

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.

QUALIFICATIONS:

The successful candidate will have gained HNW client support/client services experience within wealth management/private banking or financial planning.

REQUIRED SKILLS:

• Excellent communication skills
• Interest in financial markets/investing
• Ability to prioritize and meet deadlines

PREFERRED SKILLS:

Desire to progress into a Junior Relationship Manager role.

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
• 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
• Administer client payments and associated tax certificates