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Relationship Manager Assistant




Wealth Management

Job ID


Job Type



Not disclosed

Job Description

Our client, a wealth management firm, is a looking to hire a realtionship manager assistant to work alongside the investment managers. 

In this role you will:

  1. Manage the client experience from facilitating initial meetings to onboarding the private client. 

  2. Prepare various account opening documentation including Anti-Money Laundering documentation, meeting all compliance requirements. 

  3. The main point of contact for clients when the investment manager is not available.

The role offers good career progression if you are interested in becomming a wealth manager. 

Our client also sponsors additional learning e.g. QFA or compliance qualifications

Please reach out to Jean Moran or call 0868116693

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