At a Glance
- Tasks: Support high-net-worth clients and manage their portfolios with exceptional service.
- Company: Join a leading private banking and wealth management firm.
- Benefits: Competitive salary, career progression, and the chance to study for qualifications.
- Other info: Dynamic role with excellent opportunities for growth in Relationship Management.
- Why this job: Make a real impact in client relationships and develop your career in finance.
- Qualifications: Experience in banking or financial services; strong communication and organisational skills.
The predicted salary is between 30000 - 40000 £ per year.
Supporting a portfolio of high-net-worth private clients, this role offers the opportunity to develop a career within private banking and wealth management. Working closely with Relationship Managers, you'll play a key role in delivering exceptional client service while supporting a broad range of banking and investment activities.
Duties for this role include, but are not limited to:
- Supporting Relationship Managers with the day‑to‑day management of client portfolios.
- Managing client enquiries via telephone and email.
- Assisting with client onboarding, account opening and documentation reviews.
- Supporting KYC, CDD and risk assessment processes.
- Processing payments, foreign exchange transactions, securities trades and fixed deposits.
- Managing post‑transaction reviews and transaction monitoring activities.
- Supporting ongoing AML and documentation reviews.
- Assisting with corporate actions, valuation reporting and account maintenance.
- Liaising with internal stakeholders to ensure efficient client servicing.
- Supporting ad hoc projects and operational initiatives.
The ideal candidate will have previous experience within banking, wealth management or financial services and demonstrate strong client service, organisational and communication skills. A regulatory‑approved Level 4 qualification would be advantageous, although candidates willing to study towards one will also be considered. Strong attention to detail, analytical skills and a proactive approach are essential. This role offers excellent progression opportunities for individuals interested in developing a long‑term career within Relationship Management.
Client Services Executive employer: Leapfrog Recruitment Consultants
As a Client Services Executive, you will thrive in a dynamic and supportive environment that prioritises exceptional client service and professional growth. Our company fosters a collaborative work culture where employees are encouraged to develop their skills and advance their careers within private banking and wealth management. With a focus on high-net-worth clients, you will benefit from comprehensive training, mentorship opportunities, and the chance to work alongside experienced Relationship Managers in a prestigious location.
Contact Details:
Leapfrog Recruitment Consultants Recruitment Team
