Assistant Relationship Manager (Private Banking)

Montpellier Resourcing; London; On-site; GBP 50,000 - 65,000; Full time

Job summary

A prestigious private bank in London is seeking an Assistant Relationship Manager to support a Client Relationship Officer. Responsibilities include managing the KYC lifecycle, client onboarding, and administrative services. Candidates should ideally have investment and credit experience, along with CISI Level 4 and CeMap qualifications. The role offers a competitive salary and excellent benefits.

Benefits

Non-contributory pension contribution

Enhanced annual leave entitlement

Private medical cover

Life insurance

Cash back membership

Qualifications

• Strong KYC, onboarding, and periodic review experience is essential.
• Demonstrable experience in a similar client service role within private banking.
• Robust understanding of residential real estate and standard banking services.

Responsibilities

• Take ownership of the full KYC lifecycle.
• Manage essential client-related administration.
• Interact directly with clients to follow up on pending issues.

Skills

Client onboarding

KYC management

Investment experience

Proactive client engagement

Education

CISI Level 4 (Investment Advice Diploma)

CeMap qualification

Job description

Up to £65,000 plus EXCELLENT bonus and benefits

URGENT REQUIREMENT

A FANTASTIC opportunity has arisen for a proactive and client-focused individual passionate to join a highly-prestigious private bank in London. In this role, you will provide primary support for a Client Relationship Officer with a busy book and strong pipeline (including UK and International clients), ensuring seamless client instructions and building robust relationships in a stimulating and dynamic private banking environment. Candidates will ideally be CISI Level 4 (Investment Advice Diploma) and CeMap qualified and will ideally have Investment and Credit experience.

Key Responsibilities of the Assistant Relationship Manager to include:

• Client Onboarding & KYC Management: Take ownership of the full Know Your Customer (KYC) lifecycle, including meticulous collection, thorough analysis, and accurate submission of KYC documentation for new clients. This also encompasses facilitating periodic reviews to ensure ongoing compliance.
• Residential Real Estate & Discretionary Investments: Provide comprehensive support for clients dealing with residential real estate and discretionary investment portfolios.
• Standard Banking Services: Manage essential client-related administration, including processing payments, foreign exchange (FX) trading, and e-banking queries.
• Non-Discretionary Investment Support: Confirm income and book trades for non-discretionary investment accounts.
• Proactive Client Engagement: Interact directly with clients to follow up on pending issues and effectively escalate complex matters to Client Relationship Officers (CROs) when necessary.
• Internal Collaboration: Manage internal stakeholder relationships with Operations, Compliance, and offshore entities to facilitate annual reviews and onboarding documentation.
• Product & Service Promotion: Actively promote, recommend, and arrange a diverse range of banking and investment products and services.
• Documentation & Research Support: Prepare essential documentation for CROs to ensure timely completion of periodic reviews and onboarding submissions, and conduct research as requested.
• Team Liaison: Serve as the central contact person for other bank departments, providing troubleshooting and support when needed.
• Regulatory Adherence: Ensure strict compliance with the Code of Conduct and all internal regulations, including Cross Border, Anti-Money Laundering (AML), Clear Desk Policy, and Absence Management.

Requirements for the successful Assistant Relationship Manager to include:

• Candidates will ideally be IAD (Investment Advice Diploma) and CeMap qualified

• Investment and credit experience is highly desirable.
• Strong KYC, onboarding, and periodic review experience is essential
• Robust understanding of residential real estate, discretionary investment, and standard banking (e.g., FX trading, payments, e-banking).

• Demonstrable experience in a similar client service role within private banking or financial services.
• Strong understanding of private banking processes, financial products, and key regulatory requirements (KYC, AML, FATCA, CRS).
• Proficient in standard IT systems, with the ability to quickly learn new software.
• Possess a service-oriented and client-focused mindset.
• A strong team player with a collaborative spirit.
• Proactive, self-motivated, and detail-oriented, ensuring accuracy and reliability in all tasks.

Benefits to include:

• A highly competitive non-contributory pension contribution (with the option to contribute further via salary sacrifice).
• Enhanced annual leave entitlement.
• Private Medical Cover.
• Cash back membership.
• Life Insurance.
• AND MORE

This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Associates Resourcing Limited are those of an Employment Agency