Assistant Relationship Manager – MENA

Meraki Talent; Greater London; On-site; GBP 40,000 - 70,000; Full time

Job summary

Meraki Talent is recruiting an Assistant Relationship Manager for a MENA private banking team in the UK. The role supports Relationship Managers to deliver top-tier service to clients across the region.

You will coordinate onboarding, periodic reviews, and day‑to‑day banking administration while liaising with internal stakeholders to ensure accurate processing and compliance with KYC, AML, FATCA and CRS requirements.

Qualifications

• 5–7 years of client-facing or client support experience in private banking or financial services.
• Understanding of private banking processes, products and relationship management.
• Knowledge of regulatory requirements including KYC, AML, FATCA and CRS.
• Experience with onboarding, reviews and banking administration; knowledge of lending processes.
• Strong written and verbal communication; ability to manage multiple stakeholders.

Responsibilities

• Manage end-to-end client onboarding and periodic reviews with internal teams.
• Handle day-to-day banking tasks: transfers, payments, FX, deposits, securities trades.
• Be the main client contact, respond to queries and escalate as needed.
• Coordinate with Operations, Compliance and offshore teams for onboarding and reviews.
• Assist with client documentation and regulatory compliance.
• Support credit applications and loan drawdown processes.
• Assist Relationship Managers with research and client prep.
• Promote banking and investment products within regulatory limits.
• Ensure activities comply with KYC/AML/CRS and internal policies.

Skills

Client relationship management

Private banking processes

KYC AML CRS knowledge

Credit applications & lending

Communication skills

Organisational skills

Team collaboration

Discretion & confidentiality

Problem solving

Job description

We are seeking an experienced Assistant Relationship Manager to join a MENA private banking team. This is an excellent opportunity for a client-focused professional to further develop their career within private banking, supporting Relationship Managers in delivering a high-quality service to clients across the region.

You will play a key role in building and maintaining strong client relationships, coordinating onboarding and periodic reviews, and ensuring client instructions are processed accurately and efficiently. Working closely with Relationship Managers and internal stakeholders, you will gain exposure to a broad range of banking, credit and investment-related activities within a collaborative and dynamic environment.

Key Responsibilities

• Manage end-to-end client onboarding and periodic review processes, liaising with clients and internal teams to ensure documentation is completed accurately and within required timescales.
• Handle day-to-day banking and client administration, including transfers and payments, foreign exchange, fixed-term deposits, and the processing of securities purchases and sales.
• Act as a key point of contact for clients, responding to queries, following up on outstanding matters and escalating issues to Relationship Managers where appropriate.
• Coordinate with internal stakeholders, including Operations, Compliance and offshore teams, to facilitate onboarding, annual reviews and other client-related requirements.
• Support the preparation and submission of client documentation, ensuring all records are accurate, complete and compliant with internal policies and regulatory requirements.
• Assist with credit applications and reviews, managing the process from initial approval through to loan drawdown.
• Support Relationship Managers with research, client preparation and other ad hoc requests to help deliver an effective and responsive client service.
• Support the promotion and arrangement of banking and investment products and services, subject to the relevant qualifications and regulatory permissions.
• Ensure all activities are carried out in line with regulatory requirements, including KYC, AML, FATCA and CRS, as well as internal policies and cross-border regulations.

About You

• 5–7 years of relevant experience in a similar client-facing or client support role within private banking or financial services.
• Strong understanding of private banking processes, banking and investment products, and client relationship management.
• Good knowledge of regulatory and compliance requirements, including KYC, AML, FATCA and CRS.
• Experience managing client onboarding, periodic reviews and banking administration, with an understanding of credit applications and lending processes.
• Excellent written and verbal communication skills, with the confidence to build relationships with clients and internal stakeholders.
• Strong organisational skills and attention to detail, with the ability to manage competing priorities and meet deadlines.
• A proactive, solutions-focused approach, with the ability to take ownership of tasks and resolve issues efficiently.
• A collaborative team player who enjoys working closely with colleagues across different functions.
• High levels of professionalism, confidentiality and discretion when handling sensitive client information.
• Proficient in standard IT systems, with the ability to adapt quickly to new software and processes.
• IAD Level 4 and CeMAP qualifications would be advantageous.

If you are an experienced, client-focused professional looking to further develop your career within private banking, this is an excellent opportunity to join a collaborative team supporting MENA clients, where you can make a meaningful contribution to client relationships and service delivery.