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- Tasks: Assist clients with account management, trading, and investment queries in a prestigious private bank.
- Company: Join a top-performing team at a highly respected private bank in Edinburgh.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Other info: Opportunity for growth in a dynamic and fast-paced banking environment.
- Why this job: Make a real difference by providing exceptional service to high-net-worth clients.
- Qualifications: Minimum 2 years in client services or support within investment management.
The predicted salary is between 30000 - 40000 £ per year.
The Client Services Executive will sit within a top performing Relationship Management team for a highly prestigious Private Bank, within their Edinburgh office. The Client Services Executive will be dealing with 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 clients' accounts, 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 years experience in a similar Client Services or Client support role within an Investment Management company or Private Bank. Experience in client administration, ideally client payments and updating client records. Strong knowledge of MS Office Suite; CRM experience is advantageous however training will be provided. Can clearly understand and demonstrate giving outstanding customer service. Account opening experience is beneficial.
Locations
Client Services Executive , Private Banking , Wealth Management in Edinburgh, Scotland employer: JJ Search Ltd
Contact Detail:
JJ Search Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Executive , Private Banking , Wealth Management in Edinburgh, Scotland
✨Tip Number 1
Network like a pro! Reach out to your connections in the private banking and wealth management sectors. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for interviews by practising common questions related to client services and investment management. We recommend role-playing with a friend to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your customer service skills during interviews. Share specific examples of how you've handled client queries or resolved issues in the past. This will demonstrate your ability to excel in the Client Services Executive role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Client Services Executive , Private Banking , Wealth Management in Edinburgh, Scotland
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client Services Executive role. Highlight your experience in client administration and any relevant skills that match the job description. We want to see how you can bring your unique flair to our team!
Showcase Your Customer Service Skills: Since outstanding customer service is key for this role, don’t forget to include examples of how you've gone above and beyond for clients in your previous positions. We love seeing real-life stories that demonstrate your commitment to client satisfaction!
Be Clear and Concise: When writing your application, keep it clear and to the point. Use bullet points where possible to make it easy for us to read. We appreciate a well-structured application that gets straight to the heart of your qualifications.
Apply Through Our Website: We encourage you to apply through our website for the best chance of getting noticed. It’s super easy and ensures your application goes directly to us. Plus, we can’t wait to see what you bring to the table!
How to prepare for a job interview at JJ Search Ltd
✨Know Your Stuff
Make sure you brush up on the specifics of private banking and wealth management. Understand the role of a Client Services Executive and be ready to discuss how your experience aligns with the responsibilities, like handling client queries and managing account openings.
✨Showcase Your Customer Service Skills
Prepare examples that highlight your outstanding customer service abilities. Think about times when you went above and beyond for a client or resolved a tricky situation. This will demonstrate your fit for a role that prioritises client satisfaction.
✨Get Familiar with the Tools
Since the job mentions CRM systems and MS Office Suite, it’s a good idea to familiarise yourself with these tools if you haven’t already. Being able to talk about your experience with data inputting and document management will show you’re ready to hit the ground running.
✨Ask Smart Questions
Prepare thoughtful questions to ask at the end of your interview. Inquire about the team dynamics, the bank's approach to client relationships, or how success is measured in this role. This shows your genuine interest and helps you assess if the company is the right fit for you.