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Assistant Relationship Manager

Job Location

Permanent, full-time

Type of Job

Published Date

10 July 2023 at 11:00:00


About the job

Our client is a highly respected private bank. They are now seeking to bring in an Assistant Relationship Service Manager, with a strong record of success with a Private Banking relationship management background. Specifically, you will need to have solid lending experience.

This is a key role in providing task-based assistance to Senior Relationship Managers. The focus is supporting the relationship management team to provide exceptional customer service to the bank’s high-net-worth customers.

You should be passionate about building a career within Private Banking and demonstrate a hunger and willingness to develop yourself.

Role Responsibilities:
-Prepare new customer documentation
-Provide desk cover for Relationship Services Managers where necessary
-Customer contact on a delegated day-to-day issues
-Letters to customers and professional intermediaries
-Prepare and undertake customer reviews
-Adhere to the department’s risk management regime by ensuring duties are conducted in a controlled and compliant manner
-Represent the Relationship Service Manager when coordinating tasks with other departments

Our client is offering a highly competitive negotiable basic salary + bonus. In addition, there is 20% NCP, life ins, healthcare, and c 28 days holiday + many other excellent benefits, and excellent long-term career prospects.


Necessary experience or qualifications:

  • Relationship experience in the UK Private Banking sector is a must

  • Familiarity with Microsoft Office systems Word, Excel, PowerPoint, etc is essential.

  • Ability to work in a close team

  • Be highly articulate, with excellent communication and the ability to present.

  • Strong numeracy skills.

  • The ability to work effectively, prioritise tasks efficiently and have good organisational skills to work to deadlines.


£45,000 - £60,000 per annum, negotiable

About us

Financial Careers Ltd is recognised as one of the Financial Services industry’s fastest-growing recruitment agencies. With nationwide coverage, we have the capacity to build meaningful, long-lasting relationships with our clients and candidates. We are dedicated to providing you with sound career advice, finding solutions and solving recruitment problems.

​We specialise in recruiting for the Financial Services industry and cover a wide range of roles and skillsets. Including, but not limited, to Financial, Mortgage Advisers, Paraplanners, Administration, Sales, Executive Support, Marketing, Operations, Compliance, Pensions, Employee Benefits, Business Development, IT, Digital, Project Management, and Business Transformation.

We cover permanent, contract and interim positions. Whether you are a client or a candidate, we pride ourselves on being honest, realistic and straightforward to deal with.

All of our consultants have many years of recruitment experience and excellent knowledge of the UK Financial Services industry.

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