Private Banking Assistant, UHNW Client Services

Rothstein Recruitment; Leeds; On-site; GBP 30,000 - 50,000; Full time

Job summary

Rothstein Recruitment is seeking an Assistant Relationship Manager for a Private Bank & Wealth Manager in Leeds. You will support senior Relationship Managers, handle client queries, prepare meetings, and manage payments and transactions with strict regulatory compliance.

This role requires organizational excellence and strong interpersonal skills. The successful candidate will assist with KYC/AML documentation and coordinate with Treasury, Compliance, and Operations to ensure a high-touch UHNW

Qualifications

• IAD Qualification (or in progress).
• Bank apprenticeship or equivalent qualification in finance or banking.
• Excellent interpersonal skills with a client-first attitude.
• Strong organizational skills and attention to detail.

Responsibilities

• Act as the first point of contact for clients in the absence of the Relationship Manager, ensuring requests and queries are handled promptly and professionally.
• Prepare documentation and briefing packs for client meetings and follow up on post-meeting actions.
• Support Relationship Managers with managing client portfolios, orders, trades, payments, and other transactional needs.
• Monitor maturity lists (deposits, loans, trades), take standard actions autonomously, and elevate when client input is required.
• Handle account opening, closing, and maintenance procedures in line with compliance standards.
• Coordinate with internal stakeholders to ensure smooth execution of client needs.
• Monitor and manage system alerts and operational tasks, escalating investment-related matters where required.
• Liaise with Relationship Managers to plan and coordinate business travel, document preparation, and other logistical needs.
• Support the onboarding process through timely and accurate collection of KYC and AML documentation.

Job description

Rothstein Recruitment is seeking an Assistant Relationship Manager for a Private Bank & Wealth Manager in Leeds. You will support senior Relationship Managers, handle client queries, prepare meetings, and manage payments and transactions with strict regulatory compliance.

This role requires organizational excellence and strong interpersonal skills. The successful candidate will assist with KYC/AML documentation and coordinate with Treasury, Compliance, and Operations to ensure a high-touch UHNW