Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support international clients with account management, trading, and investment administration.
- Company: Join a prestigious Private Bank known for its top-performing Relationship Management team.
- Benefits: Enjoy a competitive salary of £45-65K and potential for growth in a dynamic environment.
- Why this job: Be part of a reputable firm where your contributions directly impact client satisfaction and success.
- Qualifications: 2-3 years' experience in client services within investment management; strong MS Office skills required.
- Other info: Training provided for CRM systems; ideal for those passionate about finance and customer service.
The predicted salary is between 36000 - 52000 £ per year.
Salary: 45 - 65K (depending on experience)
The Client Services Executive will sit within a top performing Relationship Management team for a highly prestigious Private Bank. The Client Services Executive will be dealing with International client queries including day to day account opening, trading on portfolios, payments and lending, and general investment administration e.g. processing asset transfer and change of address requests; online access issues or questions.
The Client Services Executive will diligently monitor transfers of cash and assets to and from client’s accounts; taking trade orders on portfolios and executing the trades. Recording all money movements on a daily basis and reporting weekly funds.
The Client Services Executive will assemble all necessary documentation for Client Meetings, not limited to presentations/meeting materials/review documentation and confidential information; preparing new and maintaining existing private client files, including scanning and filing client documents, maintaining these to the company’s standards and ensuring they are compliant; data-inputting in the CRM system ensuring information is correct and entered properly.
The Candidate:
- Possess a minimum of 2-3 years' experience, in a similar Client Services or Client support within an Investment Management company or Private Bank.
- Experience in executing client orders on portfolios.
- Strong knowledge of MS Office Suite.
- Account Opening experience - beneficial.
- CRM experience is advantageous however training will be provided.
- Can clearly understand and demonstrate giving outstanding customer service.
Client Services Executive , Private Banking employer: JJ SEARCH LIMITED
Contact Detail:
JJ SEARCH LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Executive , Private Banking
✨Tip Number 1
Familiarise yourself with the specific services and products offered by private banks. Understanding the nuances of investment management and client services will help you engage in meaningful conversations during interviews.
✨Tip Number 2
Network with professionals in the private banking sector. Attend industry events or join relevant online forums to connect with current employees who can provide insights into the company culture and expectations.
✨Tip Number 3
Brush up on your CRM skills, even if training is provided. Familiarity with CRM systems can set you apart from other candidates and demonstrate your proactive approach to learning.
✨Tip Number 4
Prepare for role-specific scenarios that may come up in interviews. Think about how you would handle client queries or manage account openings, as practical examples can showcase your problem-solving skills.
We think you need these skills to ace Client Services Executive , Private Banking
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in client services or support within investment management or private banking. Emphasise your skills in executing client orders and any experience with account opening.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific experiences that demonstrate your ability to handle international client queries and provide outstanding customer service.
Highlight Relevant Skills: Clearly outline your proficiency in MS Office Suite and any experience with CRM systems. If you have experience in data inputting or managing client files, make sure to include that as well.
Showcase Your Attention to Detail: Since the role involves monitoring cash and asset transfers, emphasise your attention to detail in your application. Provide examples of how you've maintained compliance and accuracy in previous roles.
How to prepare for a job interview at JJ SEARCH LIMITED
✨Showcase Your Client Service Skills
Make sure to highlight your experience in client services during the interview. Be prepared to discuss specific examples where you provided outstanding customer service, especially in a banking or investment context.
✨Demonstrate Your Technical Proficiency
Since the role requires strong knowledge of MS Office and CRM systems, be ready to talk about your experience with these tools. You might even want to mention any specific projects where you used them effectively.
✨Prepare for Scenario-Based Questions
Expect questions that assess how you would handle real-life client scenarios. Think about past experiences where you dealt with client queries or issues, and be ready to explain your thought process and actions.
✨Research the Private Banking Sector
Familiarise yourself with the latest trends and challenges in private banking. This will not only show your interest in the field but also help you engage in meaningful discussions during the interview.
