Assistant Relationship Manager - 14 Month FTC

C. Hoare & Co.; London; Hybrid; GBP 30,000 - 60,000; Part time

Job summary

Join a forward-thinking bank dedicated to exceptional customer service in the Private Banking sector. This pivotal role supports Relationship Managers in delivering tailored solutions to high net worth clients. You will engage with customers daily, ensuring their needs are met while adhering to regulatory standards. The bank values diversity and offers a flexible working environment, promoting a culture where all employees can thrive. If you are passionate about finance and eager to enhance customer relationships, this is an exciting opportunity to grow your career in a supportive setting.

Benefits

25 Days of Holiday

20% Pension

Private Medical Insurance

Group Life Assurance

Flexible Benefits

Season Ticket Loans

Subsidised Staff Dining Room

Charitable Donations/Give as You Earn

Cycle to Work Scheme

Workplace Nursery Scheme

Qualifications

• Experience in financial services with high net worth customers.
• Understanding of banking security and lending regulations.

Responsibilities

• Support Relationship Managers with customer meetings and documentation.
• Prepare lending propositions and maintain customer records.
• Act as a point of contact for day-to-day customer issues.

Skills

Customer Service

Communication Skills

Numeracy Skills

Teamwork

Organizational Skills

Curiosity and Willingness to Learn

Education

5 GCSEs grade A-C (including Maths and English)

2 A levels grades A-D

Degree level education

Tools

Microsoft Office (Word, Excel, PowerPoint)

Job description

Our Diversity Pledge

At C. Hoare & Co we are committed to having a more diverse workforce through representation of society in our own workplace, where all can thrive, develop and succeed based on talent, regardless of ethnicity, the way colleagues wish to express their gender identity, sexual orientation, disability, age or any other dimension that can be used to differentiate people from one another. C. Hoare & Co welcomes diversity of thought.

Flexible Working Pledge

We are committed to supporting flexible working to allow individuals to thrive and deliver business needs. C. Hoare & Co have committed to a permanent hybrid policy. As part of this hybrid policy, the bank promotes part-time working and job-sharing where applicable. We have family friendly policies and a benefits package in place that is highly competitive within financial services.

Purpose of the role:

This is a key role in providing wide-ranging, proactive assistance to Senior Relationship/Relationship Managers including providing cover where appropriate. The main focus is supporting the relationship management team to provide exceptional customer service to the bank’s high net worth customers. This includes but is not limited to attending meetings and taking the necessary notes, completing required paperwork and customer record maintenance, and administrative co-ordination with other areas of the bank such as Banking Operations. This role will be required to be a point of contact with customers on a daily basis for all day-to-day issues.

*Please note: Applicants for this role should already have some direct Private Banking or Mortgage/Lending experience at the time of application.*

The value you will add to our customers:

Ensuring that our services and the customer outcomes achieved are managed within regulation, process and both protects the Bank and customers to ensure CHC meet regulatory needs. Act as the point of reference to stakeholders across the Bank. The role represents the view of the team from the risk and customer lens understanding and adapting anything that would impact the professionalism and experience our customers receive.

Role Responsibilities:

• Arrangement, organisation and preparation of customer and business development meetings
• Attend meetings with the Relationship Manager and prepare memoranda of notes as required
• Prepare straightforward, and where applicable more complex, lending propositions to the required standard
• Good understanding of Regulated Mortgage Contracts and Consumer Credit Act regulations
• Prepare new customer documentation
• Provide desk cover for Senior Relationship/Relationship Managers where necessary
• Business development support to Relationship Managers
• Represent the bank, and the department, at a minimum of 3 bank events per month
• Customer contact on all day-to-day issues
• Letters to customers and professional intermediaries
• Prepare and undertake customer reviews
• Monitor daily overdraft positions
• Adhere to the department’s risk management regime by ensuring duties are conducted in a controlled and compliant manner

What you will bring to the role:

This individual will be a key support to the Relationship Managers Team. They should be passionate about a career within Private Banking and demonstrate a hunger and willingness to learn how the team works. They should be naturally curious and willing to get involved from the outset. You will be experienced in banking and lending matters with a genuine desire to enhance customer relationships.

Background and experience necessary:

It is expected that candidates will have experience in the financial services sector looking after high net worth customers, possess a reasonable knowledge of financial markets and the economy in general. A basic knowledge of banking security is preferable. Familiarity with Microsoft office systems Word, Excel, PowerPoint, etc is essential.

Personal Skills:

Ability to work in a close team, with an appreciation of the values and ethos of the institution. Highly articulate, good command of English, excellent communication and ability to present. Strong numeracy skills. The ability to work effectively, prioritise tasks efficiently and good organisational skills to work to deadlines.

Qualifications Required:

Essential:

• A minimum of 5 GCSEs grade A-C (including Maths and English) or equivalent qualification
• A minimum of 2 A levels grades A-D or equivalent qualification

Qualifications Desired but not essential:

• Educated to degree level or equivalent
• Willing to work towards Level 4 relevant financial qualification.
• CeMAP (Level 3) and/or Level 3 RMA Training Matrix or willingness to complete within 12 months of starting

Benefits:

• 25 DAYS OF HOLIDAY (Work Level 1)
• 20% PENSION (MARKET-LEADING)
• GROUP LIFE ASSURANCE
• GROUP INCOME PROTECTION
• SEASON TICKET LOANS
• PRIVATE MEDICAL INSURANCE
• SUBSIDISED STAFF DINING ROOM
• CHARITABLE DONATIONS/ GIVE AS YOU EARN
• EYE CARE
• FLEXIBLE BENEFITS
• ADDITIONAL ANNUAL LEAVE
• COMPUTER PRODUCTS
• CHARITY DAYS
• CRITICAL ILLNESS AND CRITICAL ILLNESS SPOUSE/PARTNER
• CYCLE TO WORK
• DENTAL INSURANCE
• PERSONAL ACCIDENT INSURANCE
• TRAVEL INSURANCE
• VEHICLE BREAKDOWN COVER
• ELDERCARE
• WORKPLACE NURSERY SCHEME
• ELECTRIC VEHICLE SCHEME

Supporting Your Recruitment Experience

If you have a disability, health condition or are neuro-diverse and may benefit from some adjustments and support during the recruitment experience, then just ask – we don’t want our hiring process to be a barrier for you.

Finally, please note that no candidate will meet every single desired requirement. If your experience looks a little different from what we have identified and you think you can bring value to the role, we would love to hear more about you!