This position is posted by Jobgether on behalf of a partner company. We are currently looking for an Assistant Relationship Manager in Canada.
This role is a key entry point into relationship management within a high-performing, client-focused banking environment. You will support the management of high-net-worth and ultra-high-net-worth client portfolios while learning how to build long-term, trust-based relationships. Working closely with senior relationship managers and customer success teams, you will gain hands-on exposure to client onboarding, account servicing, and cross-selling activities. The position offers a structured development path into client-facing responsibilities, with increasing ownership over time. You will operate in a fast-paced, global, and fully remote environment where collaboration and proactive learning are essential. This is an opportunity to develop deep expertise in private banking and financial services while contributing to a “client for life” experience.
Accountabilities:
You will be responsible for supporting relationship managers in delivering high-quality service to clients while progressively building your own client management capabilities and revenue contribution skills.
- Support the onboarding, servicing, and ongoing management of UHNW and family office clients across multiple financial products.
- Assist in identifying client needs and learning how to propose tailored solutions aligned with risk profiles and financial objectives.
- Shadow senior relationship managers and contribute to daily client account operations and communication.
- Participate in client calls, pitches, and cross-selling initiatives to support revenue growth and business development.
- Help manage and prioritize client requests to ensure timely and high-quality service delivery.
- Assist in developing and expanding a client portfolio following an initial training period.
- Attend industry and regional events to support brand visibility and lead generation efforts.
- Collaborate with internal teams to ensure seamless client experience across onboarding and lifecycle management.
Requirements:
You are a motivated and client-oriented professional with a strong interest in financial services and relationship management, eager to grow in a high-performance environment.
- Bachelor’s degree in Finance, Business, Economics, or a related field.
- 2+ years of experience in financial services, banking, sales, or client-facing roles (preferred but not required).
- Strong interest in financial markets, with a plus for knowledge of Bitcoin or crypto.
- Excellent communication and interpersonal skills, with the ability to build trust with clients.
- Proactive, curious, and eager to learn in a fast-paced, client-driven environment.
- Strong organizational skills and ability to manage multiple priorities effectively.
- Fluency in English is required.
- Additional language skills such as Chinese, Japanese, or Korean are considered a plus.
- Nice-to-haves: exposure to UHNW clients, family offices, or wealth management environments.
Benefits:
You will join a global, fully remote organization that values autonomy, learning, and high-performance culture.
- 100% remote work from anywhere in the world.
- Flexible working arrangements supporting strong work-life balance.
- Structured training and career development in relationship management and private banking.
- Annual learning and development budget to support professional growth.
- Exposure to UHNW and family office clients in a global financial environment.
- Flexible PTO policy to recharge and maintain well-being.
- Opportunity to grow into a full Relationship Manager role over time.