Description
Assistant Relationship Manager
Canary Wharf, London
6 MONTH CONTRACT
Up to £190 per day DOE
Our high profile Banking client currently has an opportunity for an Assistant relationship Manager to work in their offices based in London.
Key Skills:
- Solid focus on compliance, clear understanding of AML and demonstrated risk awareness.
- Ability to anticipate risk and to react/escalate appropriately.
- Effective communication skills and positive personal impact.
- Must be able to collaborate effectively and proactively across the platform and work well as part of a broader team.
- Considers alternative views and understands the need to collaborate in order to achieve ultimate goals.
- Expert level of Excel and PowerPoint knowledge.
- Detailed understanding of the UK Regulatory environment and adherence to relevant Policies and Procedures.
Responsibilities:
- Support existing client relationships
- Assist the Relationship Managers to complete regular reviews and administration relating to clients and prospects for example; regular Portfolio reviews, CSAP, Knowledge and Experience, KYC.
- Support Investment Consultants within the Advisory & Sales unit on account review presentations and performance analysis and general analytical support within defined coverage team.
- Analytical interpretation of asset allocation to ensure compliance with clients' investment profile.
- Assist Relationship Managers with advisory and sales activities to develop the franchise
- Define and create tailored client and prospect presentations/pitch documents by liaising with the respective Relationship Manager and co-ordinate pitch teams (eg A&S, Lending) to establish relevant and compliant content.
- Collaboration with the Front Office Support team (FOS) to ensure appropriate and timely coverage of client and RM needs, for example; execution of activities such as account opening/closures, asset transfers and payments which will be actioned through the FOS team.
Pontoon is a global HR outsourcing company specializing in improving an organization's talent. We manage the contingent workforce and statement of work resources on behalf of our clients, as well as source and recruit direct hires. Pontoon's approach results in significant cost savings and revenue improvement, increased worker quality, workforce insight and greater regulatory compliance. A division of Adecco with operations in nearly 100 countries and with more than 1,500 colleagues worldwide, the Jacksonville, Florida-based organization delivers solutions to more than 150 industry-leading companies.