{"id":2375345,"url":"https://alion.io/job/ubp-assistant-relationship-manager-team-lead","title":"Assistant Relationship Manager – Team Lead","company":{"id":451139,"name":"UBP","domain":"ubp.com","url":"https://alion.io/company/ubp-2","size_band":"501-1000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Oracle","truth_index":{"grade":"B","score":75,"open_postings":14,"ghost_share":0,"stale_share":1,"repost_share":0,"time_to_fill_p50_days":null,"computed_at":"2026-10-22T06:10:10Z"}},"role":"Management","role_family":"Management","seniority":"lead","employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"inferred","locations":[],"countries":[],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":true}],"status":"live","first_seen_at":"2026-10-12T14:30:11Z","employer_posted_date":"2026-10-12","last_verified_at":"2026-10-22T01:33:48Z","board_verified":true,"closed_at":null,"days_open":9,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":9},"description":"Main Responsibilities\nThe Team Leader Assistant Relationship Manager (TL ARM) role builds upon the existing responsibilities outlined in the job description by incorporating additional duties that reflect a higher level of expertise and leadership. They will have line management responsibilities over the Assistant Relationship Managers. Proactively seeks ways to improve the client experience and internal processes, aligning with the current responsibility of initiating projects to enhance existing processes and contributing ideas for improvements to the team and management. They act as a coach and mentor to junior staff and new joiners, providing training on the roll-out of new processes, which is an enhancement to the current role as mentoring and training are not explicitly mentioned.\nThe TL ARM also manages operational risk and supports less experienced colleagues, complementing the existing emphasis on adherence to regulatory requirements and standards under the GFSC, FCA and PRA. Additionally, they provide ad-hoc support for the Guernsey Branch Manager, reflecting their ability to support leadership, which is not explicitly mentioned in the current job description. The TL ARM proactively assists with ad-hoc project work, expanding the current responsibility of initiating projects to include broader contributions. Finally, they provide functional expertise to particularly complex processes, building on the existing requirement to maintain in-depth knowledge of the Bank’s products and service.\nRole Duties\nLine management responsibilities over the Assistant Relationship Managers\nTake ownership of initiating projects to enhance existing processes and contribute ideas for improvements to the team and management, emphasising leadership in driving process enhancements\nAct as a mentor and coach to junior staff and new joiners, providing training on the roll out of new processes, which aligns with the role's seniority\nProvide functional expertise to particularly complex processes, building on the requirement to maintain in depth knowledge of the Bank’s products and services\nTake a leading role in managing operational risk and supporting less experienced colleagues, complementing the adherence to regulatory requirements and standards under the GFAC, FCA and PRA.\nExpand the role to include proactive assistance with broader project work, beyond the current scope of initiating projects\nDemonstrate advanced business development aptitude, identifying opportunities for business growth through existing client circumstances and supporting the Relationship Manager in revenue generation.\nMaintain excellent professional standards through training and development, staying updated with marketplace developments, and ensuring compliance with the Guernsey Financial Services Commission (GFSC) and Financial Conduct Authority’s (FCA) Individual Conduct Rules\nExhibit high level competencies such as strategic awareness, planning, organizing, and relationship building, which are rated at the highest level in the document\nBuild and maintain strong relationships with clients whilst handling day to day correspondence with them and their representatives\nMulti task and use effective time management skills to prioritise short terms tasks while simultaneously managing longer term projects. With the ability to work in a highly pressurised environment, whilst meeting both client and internal deadlines\nHandling data requests from clients and stakeholders within the firm\nFull ownership of cash management solutions\nExecuting and ensuring settlement of client orders (FX, Cash, Equities, Fixed Income etc.)\nProcessing client account opening from inception to completion, including gathering all necessary KYC and AML documentation\nAssisting with the completion of event driven and periodic reviews\nPreparing credit and loan requests including general administration of credit facilities\nLiaising with other UBP branches for cross booked accounts\nDiarise and prepare for client meetings with the Relationship Manager - liaise with portfolio managers, wealth planners and the credit team prior to coordinate attendance, where appropriate. Review past meeting notes, identify areas to discuss and if any information is required from the clients to update our records\nAssist the Relationship Manager with the preparation of Investment Suitability Reviews and Credit proposals for banker sign off, documenting client circumstances appropriately, with the ability to identify high risk and vulnerable clients and support them to required standard\nKeeping the Relationship Manager up to date with all client related information and delegating tasks accordingly\nInitiate projects to enhance existing processes and contribute ideas for improvements to the team and to management\nSupport the Relationship Manager in revenue generation from existing and potential clients by identifying new opportunities, whilst at all times being mindful of, and adhering to the principles of Treating Customers Fairly. It is expected to fully understand the clients and their circumstances\nAct as a point of contact for Relationship Managers when they are away from the office or on annual leave\nActively assisting the Relationship Manager in developing client relationships\nMaintain excellent professional standards through appropriate training and development, keeping up to date with developments in the marketplace\nMaintain in depth knowledge of the Bank’s products and services\nTo adhere to the Bank’s Policies and Procedures and act in accordance with the regulatory requirements and standards under the Guernsey Financial Services Commission (GFSC), Financial Conduct Authority (FCA) and Prudential Conduct Authority (PRA). To comply with the principles, codes and practices for approved persons and the rules of the GFSC, FCA and PRA\nCommittee Membership\nNone\nConduct Rules\nThis role is required to comply with the Financial Conduct Authority’s (FCA) Individual Conduct Rules, which are:\nTo act with integrity;\nTo act with due skill, care and diligence;\nTo be open and cooperative with the FCA, PRA and other regulators; \nTo pay due regard to the interests of customers and treat them fairly; \nTo observe proper standards of market conduct; and \nTo act to deliver good outcomes for retail customers. \nPerson Specification\nKnowledge, Skills & Experience\nPreferred Qualifications:\nPossess a Commercial/Finance/banking-oriented qualification or equivalent experience\nSkills and Knowledge:\nExperience of working as an assistant in private banking or in another client facing front office role\n\nExperience managing a team A good understanding of the private client industry and its products\n\nYou understand and enjoy dealing with sophisticated private investors\nYou are outgoing, client focused and understand what it means to deliver impeccable service\nYou are a strong team player who is highly organised, logical in your approach, have an eye for detail, and you are able to handle many parallel tasks\nYou are a self-starter who is able to identify and solve problems independently\nYou are a good listener\nStrong business development aptitude with the ability to spot opportunities for business growth through existing client circumstances\nYou have a natural passion to want to deliver a fantastic level of service\nYou have good knowledge of Microsoft Office\n\nExcellent communications skills - written and verbal, additional languages are beneficial\n\nCompletion of UBP Annual Compliance training programme\n\nCompetencies and Values Required Level\nShows the drive to perform and be successful4Persistent in following-up and through on issues3Upholds the legal, regulatory and ethical standard of the UBP Group4Good product knowledge4Knowledge of legal regulatory and industry requirements4Business Development4Communication - listening, written and verbal with clients4Influencing3Knowledge of Products and Services4Relationship Building - internal and external4Strategic & commercial awareness4Planning & organising4Ethics and values4Customer focus4Explanation: 1: low level of competence / skill required, 2-3: average level of competence / skill required, 4-5: high level of competence skill required","description_format":"text","description_chars":8208,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Annual leave"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Commercial & Retail Banks","Wealth Management & Financial Advisors","Asset Management & Funds"],"lifecycle":[{"event":"open","at":"2026-10-12T18:28:40Z"}],"visa":[],"liveness":{"score":61,"band":"ok","label":"Likely open","p_open":1,"p_active":0.612,"p_room":1,"age_days":9,"expected_fill_days":30,"reasons":["conf:4","stale_co","velocity","win:early"],"computed_at":"2026-10-22T06:10:10Z"},"pay":null,"html_url":"https://alion.io/job/ubp-assistant-relationship-manager-team-lead","json_url":"https://alion.io/job/ubp-assistant-relationship-manager-team-lead.json","meta":{"generated_at":"2026-10-22T07:14:19Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":2756,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-23T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":451139},"rest":"https://alion.io/mcp/rest/get_company?id=451139"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fubp-assistant-relationship-manager-team-lead"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fubp-assistant-relationship-manager-team-lead"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fubp-assistant-relationship-manager-team-lead"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/ubp-assistant-relationship-manager-team-lead\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fubp-assistant-relationship-manager-team-lead"}]}