Assistant Relationship Manager - Private Banking (FTC)

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 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.