Assistant Relationship Manager, Private Banking & Wealth

Saxton Leigh; Greater London; On-site; GBP 38,000 - 58,000; Full time

Job summary

Saxton Leigh in London is seeking an Assistant Relationship Manager to manage day-to-day relationships with Wealth Management clients, handling correspondence and supporting cash management and client orders.

You will process account openings, gather KYC/AML documents, and assist with reviews, while coordinating with portfolio managers and credit teams to support revenue growth and client service quality under FCA/PRA standards.

Qualifications

• Experience of working as an assistant relationship manager in private banking or wealth management is essential
• A good understanding of the private client industry and its products
• You understand and enjoy dealing with sophisticated private investors
• You are outgoing, client focused and understand what it means to deliver impeccable service
• You are a strong team player who is highly organised, logical in your approach, have an eye for detail, and you are able to handle many parallel tasks

Responsibilities

• Build and maintain strong relationships with clients whilst handling day-to-day correspondence with them and their representatives
• Multi-task and use effective time management skills to prioritise short terms tasks while simultaneously managing longer-term projects
• Full ownership of cash management solutions
• Executing and ensuring settlement of client orders (FX, Cash, Equities, Fixed Income etc.)
• Processing client account opening from inception to completion, including gathering all necessary KYC and AML documentation
• Assisting with the completion of event driven and periodic reviews
• Preparing credit and loan requests including general administration of credit facilities
• Liaising with other branches for cross-booked accounts
• Diarise and prepare for client meetings with the Relationship Manager
• Assist the Relationship Manager with the preparation of Investment Suitability Reviews and Credit proposals
• Keeping the Relationship Manager up-to-date with all client related information and delegating tasks accordingly
• Initiate projects to enhance existing processes and contribute ideas for improvements to the team and to management
• Support the Relationship Manager in revenue generation from existing and potential clients by identifying new opportunities
• Act as a point of contact for Relationship Managers when they are away from the office or on annual leave
• Actively assisting the Relationship Manager in developing client relationships to their full business potential
• Maintain excellent professional standards through appropriate training and development
• Maintain in-depth knowledge of the Bank’s products and services
• To adhere to the Bank’s Policies and Procedures and regulatory requirements (FCA/PRA)

Skills

Relationship management

Private banking

Wealth management

Job description

Saxton Leigh in London is seeking an Assistant Relationship Manager to manage day-to-day relationships with Wealth Management clients, handling correspondence and supporting cash management and client orders.

You will process account openings, gather KYC/AML documents, and assist with reviews, while coordinating with portfolio managers and credit teams to support revenue growth and client service quality under FCA/PRA standards.