At a Glance
- Tasks: Support Relationship Managers and handle client queries for Ultra High Net Worth Individuals.
- Company: Join a prestigious Private Bank & Wealth Manager focused on high touch banking experiences.
- Benefits: Enjoy a role with significant client interaction and the opportunity to work with UHNWIs.
- Other info: Role involves compliance with legal standards and handling sensitive information.
- Why this job: This position offers a chance to enhance your skills in a dynamic private banking environment.
- Qualifications: Requires 7+ years in Private Banking, IAD Qualification, and strong interpersonal skills.
The predicted salary is between 60000 - 80000 £ per year.
Excellent opportunity opens for a motivated Senior Client Services Executive to join a Private Bank & Wealth Manager. You will play a key role in supporting Relationship Managers in delivering a high touch banking experience to Ultra High Net Worth Individuals (UHNWIs).
Main Responsibilities:
- Act as the first point of contact for clients in the absence of the Relationship Manager, ensuring requests and queries are handled promptly and professionally.
- Prepare documentation and briefing packs for client meetings and follow up on post-meeting actions.
- Support Relationship Managers with managing client portfolios, orders, trades, payments, and other transactional needs.
- Monitor maturity lists (deposits, loans, trades), take standard actions autonomously, and escalate when client input is required.
- Handle account opening, closing, and maintenance procedures in line with compliance standards.
- Coordinate with internal stakeholders including Treasury, Trading, Operations, Investment Services, Compliance, and Front Risk Management to ensure smooth execution of client needs.
- Monitor and manage system alerts and operational tasks directly, escalating investment-related matters where required.
- Liaise with Relationship Managers to plan and coordinate business travel, document preparation, and other logistical needs.
- Support the onboarding process through timely and accurate collection of KYC and AML documentation.
- Ensure all activities comply with internal policies, legal and regulatory requirements, and external audit standards.
- Maintain confidentiality and handle sensitive information with utmost discretion.
Key Requirements:
- 7+ years experience working in a Private Bank or Wealth Manager as a CSE or ARM.
- IAD Qualification required.
- Able to prioritize and multitask under pressure while maintaining high accuracy.
- Excellent interpersonal skills with a client-first attitude.
- Bank apprenticeship or equivalent qualification in finance or banking.
Senior Client Services Executive - Private Banking in City of London employer: Rothstein Recruitment
This Private Bank & Wealth Manager is dedicated to providing exceptional service to Ultra High Net Worth Individuals. Located in a prime financial district, the team values confidentiality and professionalism. Employees benefit from a collaborative environment that prioritises client satisfaction.
We think you need these skills to ace Senior Client Services Executive - Private Banking in City of London
Client Relationship Management
Interpersonal Skills
Attention to Detail
Multitasking
Compliance Knowledge
KYC and AML Documentation
Documentation Preparation
