19 Apr 2024

Relationship Management Assistant

Ref 36740

Are you studying for or have completed GFAS level 4? Or perhaps you are a high-calibre graduate with a business-related degree, looking to start a career in private banking? Are you looking to work for a bank that offers generous benefits and is supportive of you developing your career further going forward? If so, this role could be for you! 

This exciting opportunity is within the relationship management team and involves:

  • Assisting with account opening including answering questions and reviewing documents received
  • Answering and managing emails and calls
  • Undertaking initial risk assessment
  • Controlling transactions
  • Answering queries received 

For this role, you need excellent communication skills and to be able to establish strong working relationships with clients and other staff. Strong IT skills are also required, including Outlook, Word, Excel, Host, CRM, On Demand, and OTMS. 

If you would like to find out more about this great opportunity, get in touch with one of our team!

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