Wealth/Relationship Manager Assistant

Duties & Responsibilities

• Management of client and third party enquiries.
• Provide dedicated point of contact for the Relationship Managers on all client arrangements.
• Assist with client reporting, including quarterly valuations and ad hoc reporting requests.
• Client on boarding.
• Assist with coordination of client meetings, diary management and record keeping.
• Preparation for existing client and new prospect meetings.
• Document client interaction and maintain accurate records within internal systems.
• Ensure client KYC and compliance requirements are monitored and kept up-to-date.
• Manage tasks to completion including monitoring outstanding actions.

Key Skills / Qualifications

• At least 2 years' experience in a similar administrative role (ideally in financial services).
• Accuracy and attention to detail in written and verbal communications.
• Ability to multi-task and prioritise work streams.
• Self-starter with strong interpersonal skills.
• Tenacity in following up with third parties.
• Desire to sit relevant professional qualifications.

Career Path

This role will provide regular contact with Relationship Managers and also exposure to our discretionary investment management service offering. Subject to progress, it is envisaged that a successful assistant would have the opportunity to establish their own portfolio of clients after 2-3 years.