Assistant Relationship Manager, Private Banking

We are supporting a regional private bank in the hire of an Assistant Relationship Manager to provide dedicated support to Relationship Managers in delivering a high level of service to high-net-worth clients and ensuring the smooth execution of day-to-day banking and investment activities.
Key Responsibilities
Support Relationship Managers in managing and servicing high-net-worth clients across banking and wealth management products
Assist with account opening, account maintenance, KYC reviews, and client onboarding documentation
Process and follow up on client instructions, investment transactions, fund transfers, and other banking requests
Coordinate with internal stakeholders including Operations, Compliance, Credit, and Product teams to ensure timely execution of client requests
Prepare client meeting materials, portfolio reviews, investment subscription documents, and account reports
Ensure all client records and documentation are accurate, complete, and main...