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大手日系金融機関様が、営業職を募集しています · 日本企業を中心とした法人顧客との関係構築・取引支援を担う営業部門での勤務です。 · 将来的には、拠点の中核を担う営業としての活躍が期待されるポジションです · 法人の顧客からの照会対応や日常的なコミュニケーション · 融資・与信判断に関する資料作成や社内調整 · 提案書の作成や取引スキームの立案 · 関係部門との連携・調整 · ...
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Assistant Relationship Manager - London - Rothstein Recruitment
Description
Assistant Relationship Manager - Private BankingExcellent opportunity opens for a motivated Assistant Relationship Manager to join a Private Bank & Wealth Manager.
You will play a key role in supporting Relationship Managers in delivering a high touch banking experience to Ultra High Net Worth Individuals (UHNWIs).
Main 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.
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 Requirements:
Strong organizational skills and attention to detail.
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.
Interested? Apply in Assistant Relationship Manager Private Bank Wealth Management High Net Work Individuals High Net Worth Clients Wealth Management Client Relations HNWI Relationship Management
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Associate- Japanese Speaking Junior Relationship Manager
Only for registered members London
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Relationship Manager
Only for registered members London
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Relationship Manager
Full time Only for registered members London
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Relationship Manager
Only for registered members London
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Relationship Manager
Only for registered members London
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Relationship Manager
Only for registered members London
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Relationship Manager
Only for registered members London
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Relationship Manager
Only for registered members London
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Relationship Manager
Only for registered members London
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Relationship Manager
Only for registered members London
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Relationship Manager
Only for registered members London
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Relationship Manager
Only for registered members London
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Relationship Manager
OTHER Only for registered members London
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Relationship Manager
Only for registered members London
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Relationship Manager
Only for registered members London
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Relationship Manager
Only for registered members London
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Relationship Manager
Only for registered members London
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Relationship Manager
Only for registered members London
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Relationship Manager
Only for registered members London
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Relationship Manager
Only for registered members London
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Relationship Manager
Full time Only for registered members London