Senior Assistant Relationship Manager

Senior Assistant Relationship Manager – UK

We are seeking an experienced Senior Assistant Relationship Manager to join a UK-focused private banking team. This is an excellent opportunity for a client-focused professional with substantial private banking experience to take on a senior support role, working closely with Relationship Managers to deliver a high-quality, personalised service to UK clients.

You will play a key role in managing complex client relationships, overseeing onboarding and periodic reviews, coordinating banking and lending activities, and ensuring client requirements are handled efficiently and accurately. Working closely with Relationship Managers and internal stakeholders, you will contribute to the delivery of a seamless client experience while supporting the growth and retention of the UK client portfolio.

This role would suit an individual with a strong understanding of UK private banking, residential and investment lending, and the regulatory requirements associated with advising on and arranging financial products.

Level 4 and CeMAP qualifications are essential for this position.

Key Responsibilities

• Manage and oversee end-to-end client onboarding and periodic review processes, ensuring all documentation is completed accurately, efficiently and within required timescales.
• Act as a senior point of contact for UK clients, handling complex queries, resolving issues and ensuring a consistently high standard of client service.
• Support Relationship Managers in managing and developing client relationships, identifying client needs and contributing to the retention and growth of the UK client portfolio.
• Coordinate day-to-day banking activities, including transfers and payments, foreign exchange, fixed-term deposits, and the processing of securities purchases and sales.
• Support the preparation, submission and ongoing management of credit applications, including residential mortgages, property finance and other lending facilities, from initial assessment through to approval and drawdown.
• Liaise with clients, solicitors, valuers, brokers and internal credit teams to facilitate lending transactions and ensure all requirements are met.
• Assist Relationship Managers with client reviews, portfolio monitoring, financial analysis, research and the preparation of client meetings and proposals.
• Ensure client records, financial information and supporting documentation are maintained accurately and in accordance with internal policies and regulatory requirements.
• Work closely with Operations, Compliance, Credit and other internal stakeholders to facilitate efficient client servicing and resolve operational or documentation issues.
• Support the promotion and arrangement of banking, lending and investment products and services, within the scope of the relevant qualifications and regulatory permissions.
• Maintain a strong understanding of UK regulatory requirements, including KYC, AML, Consumer Duty and applicable mortgage and financial services regulations.
• Take ownership of complex administrative and client-related matters, providing guidance and support to junior colleagues where required.
• Ensure all activities are conducted in accordance with internal policies, risk management frameworks and applicable UK regulatory standards.

About You

• 8+ years of relevant experience within private banking, wealth management, mortgage lending or a similar financial services environment, ideally in a senior client support or Assistant Relationship Manager role.
• Level 4 qualification and CeMAP are essential.
• Strong understanding of the UK private banking market, client servicing requirements and banking, lending and investment products.
• Experience supporting UK clients with mortgage applications, property finance, credit facilities and associated lending processes.
• Proven experience managing client onboarding, periodic reviews, KYC documentation and ongoing account administration.
• Good knowledge of UK regulatory and compliance requirements, including AML, Consumer Duty and relevant FCA regulations.
• Excellent relationship management and communication skills, with the confidence to engage professionally with clients, Relationship Managers and senior internal stakeholders.
• Strong organisational skills and attention to detail, with the ability to manage multiple priorities, oversee complex cases and meet deadlines.
• A proactive, commercially minded and sol…