Assistant Relationship Manager - Private Banking
at
Rothstein Recruitment
London, London - England, United Kingdom
-
Full Time
Start Date
Immediate
Expiry Date
05 Feb, 27
Salary
43000.0
Posted On
07 Nov, 26
Experience
2 year(s) or above
Remote Job
Yes
Telecommute
Yes
Sponsor Visa
Yes
Skills
Industry
Hospitals & Health Systems;Banking & Credit
Description
n 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.
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