Relationship Manager Assistant
Location
Dublin
Category
Wealth Management
Job ID
2408
Job Type
Permanent
Salary
Not disclosed
Job Description
Our client, a respected wealth management firm, is hiring a Relationship Manager Assistant to work closely with Investment Managers and deliver a seamless private-client experience.
Key responsibilities:
Own the client journey from first meeting through to onboarding.
Prepare account-opening packs and complete AML/KYC to meet all compliance requirements.
Act as the primary point of contact for clients when the Investment Manager is unavailable.
Coordinate meetings, documentation and follow-ups to ensure timely, accurate service.
Ideal Profile:
Experience in a client-facing support role in financial services (wealth/asset management, private banking or similar).
Strong grasp of AML/KYC and documentation standards.
Excellent communication, organisation and attention to detail.
Proactive mindset with the ability to prioritise and meet deadlines.
Career progression & study support
Clear pathway to Wealth/Investment Manager for those interested in progressing.
Sponsored professional qualifications (e.g. QFA)
If you're considering new opportunities in wealth management, feel free to get in touch with Jean Moran at j.moran@capital8.ie or call me on 0868116693 to discuss potential roles.