At a Glance
- Tasks: Support Relationship Managers with client investment transactions and ensure compliance.
- Company: Prestigious Private Bank and Wealth Manager in Greater London.
- Benefits: Competitive salary, professional development, and a dynamic work environment.
- Other info: Exciting opportunity to work with high-profile clients and grow your career.
- Why this job: Join a leading firm and make a difference for UHNW clients.
- Qualifications: Strong communication skills and understanding of investment transactions.
The predicted salary is between 50000 - 70000 £ per year.
Rothstein Recruitment is seeking a Client Services Executive for a Private Bank and Wealth Manager based in Greater London. You will support Relationship Managers, handling client investment transactions across traditional assets, including derivatives and options, with strict adherence to compliance and regulatory standards.
You will act as a key liaison for UHNW clients, prepare meeting briefs, manage KYC/AML onboarding, and coordinate cross-functional teams to ensure seamless execution.
UHNW Private Banking: Trade Execution & Client Services employer: Rothstein Recruitment
Rothstein Recruitment is an exceptional employer, offering a dynamic work environment in the heart of London where innovation and collaboration thrive. Employees benefit from a strong focus on professional development, with ample opportunities for growth within the investment sector, alongside a supportive culture that values client relationships and strategic thinking. Joining our team means being part of a prestigious firm that prioritises excellence and rewards dedication in managing UHNW client portfolios.
