Wealth Management Client Relations Manager

Gravitas Group; Greater London; On-site; GBP 42,000 - 65,000; Full time

Job summary

Gravitas Group's client, a well-established wealth management and private banking business, seeks an Account Manager to support and grow relationships across referred business, IFA, and staff accounts. You will manage day-to-day servicing of private clients, ensuring high service standards within a regulated framework.

Responsibilities include onboarding, KYC/AML processing, client reviews, and liaison with internal teams and external advisers to deliver exceptional end-client experiences.

Qualifications

• Experience in wealth management or private banking, or similar client-facing financial services role.
• Strong knowledge of KYC/AML processes and ongoing client reviews.
• Proven ability to support client onboarding and account opening.
• Excellent communication, organisation and attention to detail.

Responsibilities

• Build and maintain relationships with clients, internal managers and external advisers.
• Handle day-to-day client correspondence and requests with accuracy and timeliness.
• Manage multiple priorities, balancing immediate tasks with longer-term projects.
• Support cash management activities for client accounts.
• Execute and oversee settlement of client orders (FX, cash, equities, fixed income).
• Prepare for and attend client meetings as required.
• Manage end-to-end account opening/onboarding, including KYC/AML documentation.
• Support periodic client reviews and event-driven activity.
• Prepare credit requests and assist with credit facility administration.
• Liaise with other branches/offices to support referred accounts.
• Maintain accurate client records and communicate updates to stakeholders.
• Identify and implement process improvements while adhering to policies and regulatory requirements.

Skills

Wealth management

Client-facing

KYC/AML

Order settlement support

Attention to detail

Communication skills

Education

Bachelor's degree or equivalent

Tools

MS Office

Job description

Gravitas Group's client, a well-established wealth management and private banking business, seeks an Account Manager to support and grow relationships across referred business, IFA, and staff accounts. You will manage day-to-day servicing of private clients, ensuring high service standards within a regulated framework.

Responsibilities include onboarding, KYC/AML processing, client reviews, and liaison with internal teams and external advisers to deliver exceptional end-client experiences.