Assistant Relationship Manager at twentyAI

twentyAI London, United Kingdom

Posted 1 day ago Permanent £55k – £60k

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Posted by

Anna Dunne

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A prestigious Wealth Manager is seeking an experienced Assistant Relationship Manager to provide a key support to their busy front office function.

Role Responsibilities;

Review client portfolios for updates and answer operational enquiries

Provide key support to client services, relationship management and account maintenance to assist all of the Relationship Manager’s requirements

Gather and handle any required documentation

Monitor the client base for any potential risk activities

Report suspicious activity

Ensure that FCA rules and requirements are closely followed

Role Requirements:
Level 4, IMC, PCIAM6 or equivalent

Strong interpersonal skills

Highly efficient time management

Excellent customer service skills

If you feel you have the relevant experience for this newly created opportunity then please apply to this advert and send your CV to Anna Dunne at twentyAI.