Assistant Relationship Manager - London, United Kingdom - JJ SEARCH LIMITED
Description
Job Description
SALARY 40-60K (depending on experience)
The Company:
Our client is a Private Bank specialising in investment, institutional asset management & private wealth management.
The Role:
This is a fantastic opportunity to support a top performing relationship management team who run an impressive book with the administration of UHNW private client portfolios, predominantly investment focused with some lending.
This role requires a Fluent Swedish Speaker.
The Assistant Relationship Manager for the Private Bank will build and maintain strong relationships with the private clients whilst handling day-to-day correspondence with them and their representatives.
Handling data requests from UHNW private clients and stakeholders within the Global Private Bank
The Assistant Relationship Manager will keep the Private Banks Relationship Managers up to date with all private client rated information and delegating tasks accordingly.
The Assistant Relationship Manager will assist with cash management, and execute the private clients orders on behalf of the private bank (FX, Cash, Equities, Fixed Income etc.)
The Assistant Relationship Manager will generate client update presentations and pitch-books as well as preparing for / processing private client meetings.
Processing client account opening from inception to completion, including gathering all necessary KYC and AML documentation.
The Assistant Relationship Manager will be responsible for general administrative tasks such as scheduling, organising travel arrangements, conference call planning, documentation, etc.
The Candidate:
Fluent in Swedish is essential.
At least 2 years' experience of working within Financial Services, it would be ideal if this was in a similar client facing role within Private Banking.
An interest to work within a Client Facing role within Private Banking.
Strong Microsoft Office skills.
Exceptional communication and interpersonal skills – you must enjoy dealing with sophisticated private investors and be able to deliver impeccable service