Assistant Relationship Manager

  • Location

    City of London, London

  • Sector:

    Wealth Management

  • Job type:

    Permanent

  • Salary:

    £40000 - £45000 per annum + Bonus & Benefits

  • Contact:

    Benjamin Holmes

  • Contact email:

    bholmes@mbfitzgerald.co.uk

  • Job ref:

    BBBH2323_1580471873

  • Published:

    8 months ago

  • Expiry date:

    2020-03-01

  • Consultant:

    #

We are currently working with a highly renowned Investment Management organisation, to recruit for an Assistant Relationship Manger to join their Intermediary team based in London.

They are looking for a confident, bright and capable Junior or Assistant Relationship Manager who can help in managing / service a book of clients and work closely with the Relationship Managers on the team.

Candidates should be level 4 CISI / IAD or working towards.

RESPONSIBILITIES

SALES

  • Assist Relationship Managers in preparation for new business meetings, conduct portfolio analysis and draw up investment proposals.
  • Support Relationship Managers in the sign-up of new IFA firms who want to use the businesses Discretionary / RIS services.
  • Support RMs in the sign-up of new business from signed-up IFA firms.

SERVICE

  • Undertake daily ARM tasks, including cash reconciliations, investments, payments, withdrawals, fees, 'ad hoc' client & IFA queries.
  • Oversee the set-up and transfer of assets for new Discretionary / RIS clients, as well as the closing down process.
  • Working with RMs, carry out portfolio restructuring & investment phasing work.
  • Help RMs & IFAs prepare for annual client reviews, attending where relevant in order to gain experience. Prepare CRRs and supporting documentation as well as completing action points from client reviews.

SKILLS:

  • Accuracy, thoroughness and attention to detail in order to maintain the highest levels of service.
  • Systems learning skills to rapidly understand and use appropriate systems, including accurate inputting of detailed data across a number of different screens and software packages.
  • Written skills, in order to clearly, concisely and thoroughly present information to clients and wealth managers.

On offer is a package of -

  • Basic salary to £45,000 for a highly experienced candidate
  • Bonus, PHI, DIS, Income Protection
  • 10% Pension
  • 25 days holiday