Private Banking Relationship Associate

AP Executive; Channel Islands Beach (CA); On-site; USD 60,000 - 90,000; Full time

Job summary

AP Executive is seeking an Assistant Relationship Manager for a well-respected private bank with a global footprint and UHNW discrete clientele. The role focuses on supporting client service, understanding offerings, and coordinating with the close-knit team.

Candidates should have experience in a client-facing role, preferably in banking or investments, be willing to learn, and hold a professional qualification in banking or financial services.

Qualifications

• Experience in a client-facing role within banking or investments.
• Willingness to learn and understand the bank's offerings and match them to clients' needs.

Responsibilities

• Assist the relationship manager in servicing UHNW clients.
• Understand bank offerings and tailor them to client needs.
• Collaborate with a close-knit team of professionals.

Skills

Client-facing experience

Banking/Investment sector exposure

Willing to learn

Team player

Education

Professional banking/financial services qualification

Job description

AP Executive is seeking an Assistant Relationship Manager for a well-respected private bank with a global footprint and UHNW discrete clientele. The role focuses on supporting client service, understanding offerings, and coordinating with the close-knit team.

Candidates should have experience in a client-facing role, preferably in banking or investments, be willing to learn, and hold a professional qualification in banking or financial services.