Assistant Relationship Manager, Private Bank

Our client is a leading private bank. This role offers the opportunity to work closely with their top performing Relationship Manager in delivering high-quality service to HNW/UHNW clients.

• Support top performing Relationship Managers in portfolio management, including client servicing, documentation, and execution of investment transactions
• Serve as a primary contact for clients, handling enquiries, transactions, and day-to-day operational matters efficiently
• Assist with client onboarding, trade execution, and ongoing portfolio monitoring (e.g. maturities, margin levels)
• Ensure compliance with regulatory requirements while maintaining accurate client records and identifying opportunities to promote the bank’s products and services

• Minimum 4 years of relevant experience in private banking assistant relationship manager roles
• Good understanding of inve...