Assistant Relationship Manager

IPOE Consulting; Greater London; Hybrid; GBP 60,000 - 75,000; Full time

Job summary

Assistant Relationship Manager – Private Banking role in West End, London, on a 12-month FTC with hybrid working. You will support Relationship Managers, manage client relationships for high-net-worth clients, and assist with account activity, KYC, AML, and regulatory compliance. The role suits experienced private banking professionals, offering exposure to sophisticated clients and cross‑functional teams. Salary up to £75,000.

Qualifications

• Previous experience in private banking, wealth management or another client-facing front-office banking environment.
• Strong understanding of the private client industry and associated banking and investment products.
• Experience dealing with sophisticated private clients and their advisers.
• Strong client service skills with a professional and commercially minded approach.
• Excellent organisation and time-management skills, with the ability to manage multiple priorities simultaneously.
• Self-motivated with the ability to take ownership and resolve issues independently.
• Good working knowledge of Microsoft Office.
• Excellent written and verbal communication skills.
• Additional language skills would be advantageous.

Responsibilities

• Build and maintain strong relationships with private banking clients, Relationship Managers and client advisers.
• Manage day-to-day correspondence with clients and their representatives.
• Support Relationship Managers with the ongoing management of client relationships.
• Manage multiple priorities effectively, balancing immediate client requirements with longer‑term projects.
• Work effectively in a fast‑paced environment while meeting client and internal deadlines.
• Handle data and information requests from clients and internal stakeholders.
• Assist with cash management and client account administration.
• Support the execution and settlement of client orders across FX, cash, equities, fixed income and other products.
• Prepare for and, where appropriate, attend client meetings.
• Support the client account opening process from inception through to completion, including KYC and AML requirements.
• Assist with event‑driven and periodic client reviews.
• Prepare credit requests and assist with the administration of credit facilities.
• Liaise with other branches and internal stakeholders regarding referred client relationships.
• Manage documentation relating to IFAs and other client representatives.
• Keep Relationship Managers fully up to date with relevant client information and outstanding actions.
• Identify opportunities to improve processes and contribute ideas to enhance the team's effectiveness.
• Ensure all activity is conducted in accordance with the Bank's policies, procedures and applicable FCA and PRA requirements.

Skills

Private banking

Wealth management

Client-facing

Relationship management

Microsoft Office

Tools

Microsoft Office

Job description

Assistant Relationship Manager – Private Banking

West End, London | 12-Month FTC | Hybrid | Up to £75,000

A leading international private bank is looking to appoint an Assistant Relationship Manager to join its Wealth Management team in the West End of London on a 12-month fixed-term contract.

This is an excellent opportunity for an experienced private banking professional or client-facing banking specialist to work closely with Relationship Managers, high-net-worth clients and their advisers, providing a high level of service while supporting the ongoing development and administration of client relationships.

The role will suit someone who is commercially aware, highly organised and confident dealing with sophisticated private clients and multiple stakeholders.

The Role

As Assistant Relationship Manager, you will support the day-to-day management of a portfolio of private banking clients, working closely with Relationship Managers and other internal teams to ensure clients receive a seamless and responsive service.

You will play an important role in managing client requirements, coordinating account activity, supporting transactions and ensuring that all client-related activity is handled efficiently, accurately and in line with regulatory requirements.

Key Responsibilities

• Build and maintain strong relationships with private banking clients, Relationship Managers and client advisers.
• Manage day-to-day correspondence with clients and their representatives.
• Support Relationship Managers with the ongoing management of client relationships.
• Manage multiple priorities effectively, balancing immediate client requirements with longer‑term projects.
• Work effectively in a fast‑paced environment while meeting client and internal deadlines.
• Handle data and information requests from clients and internal stakeholders.
• Assist with cash management and client account administration.
• Support the execution and settlement of client orders across FX, cash, equities, fixed income and other products.
• Prepare for and, where appropriate, attend client meetings.
• Support the client account opening process from inception through to completion, including KYC and AML requirements.
• Assist with event‑driven and periodic client reviews.
• Prepare credit requests and assist with the administration of credit facilities.
• Liaise with other branches and internal stakeholders regarding referred client relationships.
• Manage documentation relating to IFAs and other client representatives.
• Keep Relationship Managers fully up to date with relevant client information and outstanding actions.
• Identify opportunities to improve processes and contribute ideas to enhance the team's effectiveness.
• Ensure all activity is conducted in accordance with the Bank's policies, procedures and applicable FCA and PRA requirements.

Experience & Skills

• Previous experience in private banking, wealth management or another client‑facing front‑office banking environment.
• A strong understanding of the private client industry and associated banking and investment products.
• Experience dealing with sophisticated private clients and their advisers.
• Strong client service skills with a professional and commercially minded approach.
• Excellent organisation and time‑management skills, with the ability to manage multiple priorities simultaneously.
• Strong attention to detail and a logical, solutions‑focused approach.
• Self‑motivated with the ability to take ownership and resolve issues independently.
• Good working knowledge of Microsoft Office.
• Excellent written and verbal communication skills.
• Additional language skills would be advantageous.

Package & Working Arrangements

Location: West End, London

Salary: Up to £75,000

Contract: 12-month FTC

Working: Hybrid