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.

• 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 reco...