Job Description

Our client, a highly regarded private bank, is seeking an Assistant Relationship Manager to join their Edinburgh office. This is an excellent opportunity to join a collaborative Client Support team, providing dedicated support to the Directors in the management of a diverse portfolio of private and commercial clients.

The successful candidate will play an integral role in delivering an exceptional client experience, acting as a key point of contact throughout the client lifecycle. The role combines relationship management with a broad range of operational and administrative responsibilities, including client onboarding, payment processing, account opening, deposits, digital banking services and ongoing account administration.

Skills / Experience

• Previous experience within a banking or financial services support role.
• Private banking experience is desirable; however, candidates with trust, corporate banking or HNW/UHNW client experience are also encouraged to apply.
• Strong relationship management and stakeholder engagement skills.
• Excellent organisational skills with the ability to prioritise a varied workload and manage multiple competing demands.
• Strong communication skills, both written and verbal.
• High level of accuracy and attention to detail.
• Experience supporting senior stakeholders would be advantageous.
• Good working knowledge of Microsoft Office applications.
• A proactive, client-focused approach with a genuine commitment to delivering exceptional service.

Core Responsibilities

• Support one Senior Banking Director and two Assistant Banking Directors in the management of a substantial client portfolio.
• Develop and maintain strong relationships with clients, acting as a key point of contact and delivering an exceptional level of service.
• Support clients throughout the onboarding process, ensuring documentation and regulatory requirements are completed accurately.
• Manage day-to-day banking administration, including payment processing, account opening, deposits, cards, foreign exchange and digital banking services.
• Maintain accurate client records in accordance with internal procedures, data protection requirements and regulatory standards.
• Support Anti-Money Laundering (AML) and Know Your Customer (KYC) requirements for a range of client types.
• Assist with the preparation of internal credit applications and ongoing monitoring of existing lending facilities.
• Liaise effectively with internal teams, including Client Operations, Credit Risk and Financial Crime, to ensure seamless client service.
• Attend client meetings where appropriate and provide ongoing relationship support.
• Contribute to ad hoc business projects and support new product initiatives as required.

Benefits

• Competitive salary.
• Comprehensive benefits package.
• Opportunity to join a highly respected private banking organisation.
• Clear career progression, professional qualification sponsorship and ongoing learning and development.
• Opportunity to build expertise across private, commercial and high-net-worth client relationships.
• Supportive, collaborative team environment with opportunities for future leadership responsibilities.

Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.

Job reference: 16535

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

At Core-Asset Consulting, we're committed to protecting and respecting your privacy. Our Privacy Statement explains when and why we collect personal information, how we use it, the conditions under which we may disclose it to others and how we keep it secure. For further information, please refer to our full Privacy Statement available on our website.

INDPERM

Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

At Core-Asset, we're committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.

By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.

Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement

Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.