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Assistant Relationship Manager

Job description

A prestigious Private Bank are recruiting an Assistant Relationship Manager to join their Leeds offices, providing hands-on support to the regional Wealth Managers.

The ideal candidate will have relevant experience working closely with Wealth Managers or Private Client Investment Managers, with exposure to liaising with high-net-worth and ultra-high-net-worth clients.

While industry qualifications aren't necessary for this support role, having the CISI Level 4 IAD would be beneficial. This is not a regulatory role and instead will lead the administrative duties within the office.

In this position, you will collaborate closely with some of Yorkshire's top wealth professionals, who value professionalism while fostering a positive and enjoyable office culture.

The role will largely be office based (in the center of Leeds) with flexibility for hybrid working available.

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At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.