Relationship Manager Assistant

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.

What you’ll bring

• 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)

Email Jean Moran at j.moran@capital8.ie or call 086 811 6693.