Aegis UK is a Research & Selection company focusing on the search and selection of professionals across different industries. On behalf of a leading Wealth & Investment Manager, we are now looking for an:
Associate Relationship Manager
The Associate is a key member of the front office team within the firm.
Being first point of contact with clients, he/she should be able to gain the clients confidence and give a positive, professional impression.
The ideal Candidate will be highly competent and provide innovative financial solutions to meet client needs, offer a range of services depending on client demands, including working closely with the Private Banker to provide a holistic service to clients.
Principal Duties of the position, including but not limited to:
Be the first point of contact with key business stakeholders like multiple custodians and trade-counterparties, working to provide solutions towards smooth running of business.
Assist the Relationship Manager with key administrative tasks such as handling all paperwork in relation to accounts and business, help to ensure regulatory compliance, help with ad-hoc financial analysis and research as well as the preparation of presentations, the organising of meetings, events and business trips or work as and when required by private banker.
Be responsible for the accurate and timely processing of client instructions, as well as the efficient handling of client enquiries, escalating to senior colleagues where necessary.
Support the Relationship Manager or a number of Relationship Managers in all tasks related to the delivery of excellent service to the clients.
Provide on-going administrative support to the business
Undertake day-to-day close interactions with multiple custodians (global private banks) to manage and service client relationships
Processes client payment orders, executes investment orders (securities, funds, bonds, MM / FX trades, structured/derivatives products) if FCA approved.
Deals with client enquiries and provides solutions where possible – as agreed with private banker
Ensures compliance with relevant regulatory requirements & bank policies / procedures, e.g., client documentation, client’s instructions, client on boarding etc.
Organises team meetings, takes the minutes and follows up on action points
Assists the RM in achieving their targets
Identifies opportunities for share of wallet increases / cross sales
Contact’s clients to check satisfaction with service levels and to enquire additional needs
To undertakes research assignments as required.
Manages diaries, books client meetings, assists with events preparation
Prepares for RM business trips; organises travels, preparing client presentations
Investment Advisory Diploma (IAD) level 4 OR the Private Client Investment Advice & Management (PCIAM) Level 6 is required.
A good university degree in Finance, Economics or related discipline
Solid knowledge of Microsoft Office applications (e.g., Word, Excel, Powerpoint, etc) and ability / comfort to work with them
Basic ability to understand and manage a typical banking client account interface and research portals
Strong inter-personal skills are needed, together with a service-orientated mind-set.
Aegis UK is committed to equality of opportunity for all staff and applications from all individuals are encouraged.