The Relationship Management Assistant supports Relationship Managers in delivering high-quality day-to-day servicing for private wealth clients. The role focuses on portfolio administration, client communications, account documentation maintenance and trade execution support, ensuring all activity is completed accurately, on time and in line with internal policies and applicable regulations. You will work closely with Relationship Managers and operations and compliance teams to provide seamless client experience, while also contributing to process improvements and broader client service initiatives.

• Support Relationship Managers to manage clients’ portfolios in line with their investment wishes, our rules and regulations, whilst developing relationships of trust.
• Act as a key point of contact for clients; respond to all enquiries in a timely manner and maintain an accurate record of responses and actions taken...