Assistant Relationship Manager – Wealth Management – London at twentyAI

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Posted by

Anai Patel

Recruiter

twentyAI have partnered with a Wealth Manager in London who are looking for an Assistant Relationship Manager to join their team. You will be working closely with the Relationship Manager to support on a number of initiatives across the business and ultimately will help with providing a quality client service across the client base.

Responsibilities

Provide a high level of client service, client relationship building and account management to assist RMs

Provide client service support in accepting and placing order upon RM and client request whilst responding to enquiries on accounts.

Deal with a multitude of queries including balances, account activity, security, product, information research etc

Provide administrative support to RMs and associated documentation

Review client portfolios for all updates

Assist RMs with marketing and presentations as required

Monitor for potential risk activity in the client base and dealing with the operational risks effectively

Support PM with regulatory responsibilities

Adherence to Firm’s policies and procedures

Ensure FCA Conduct Rules are understood

Experience

Previous exposure in a Relationship Management/ Client Service role

Investment Management/Wealth management experience

Experience dealing with customers

Passionate about client service

Good MS Office skills (excel, word, powerpoint)

Job ID ARM1

ABOUT COMPANY

twentyAI

London, United Kingdom

HR & Recruitment

twentyAI provides augmented intelligence enabled talent solutions across the UK, Europe and United States. People and technology are central to our …