Client Service Executive - Private Banking/Wealth Management Client Service Executive - Private Banking/Wealth  …

c james
in London, England, United Kingdom
Permanent, Full time
Last application, 27 Mar 20
£45,000 - £60,000 Basic Salary + Bonus & Benefits
c james
in London, England, United Kingdom
Permanent, Full time
Last application, 27 Mar 20
£45,000 - £60,000 Basic Salary + Bonus & Benefits
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Posted by:
c james
Posted by:
Director - Corporate/Commercial Banking & Structured Finance Recruitment
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An international bank based in London (city) seeks to recruit a Client Services professional to work alongside their Private Banking/Wealth Management Relationship Management team, managing client interaction, account opening, executing transactions, account maintenance etc. for a diverse range of UHNW/HNW clients.

Responsibilities:

  • Support front office with general client management and relationship development with UHNW/HNW clients. 
  • Assist with the opening of new accounts
  • Carry out regular account maintenance, reviews and administration
  • Process/execute lending transactions, trades, payments, transfers etc.
  • Provide excellent customer service, responding to queries/complaints and working to solve any possible issues
  • Prepare relevant reports and manage documentation
  • Provide ad-hoc admin support

Key Skills:

  • Private Banking/Wealth Management experience
  • Private Banking/Wealth Management product knowledge (i.e. Mortgage products, Lombard Lending etc.)
  • Experience in a "Client /Customer service" style role
  • UHNW/HNW account management exposure
Company Overview

C James is a Corporate/Commercial Banking & Structured Finance executive search & recruitment business. Our team have been successfully working with Global Banks, Boutiques, Funds and other non-bank Financial Institutions since 2001, with a first class record of mandate completion across a wide range of Corporate and Commercial Banking related sub disciplines, with coverage broadly spanning the following areas:

  • Front Office Relationship Management (Corporates, MMEs/SMEs, Sovereigns, Financial Institutions, NBFIs…)
  • Structured Finance (Trade & Commodity Finance, Real Estate Finance, Project Finance, Leverage Finance, Asset Finance, Asset-Based Lending/Invoice Finance…)
  • Risk (Credit, Market, Operational, Liquidity Risk…)
  • Compliance (AML, Financial Crime, SMF16/CF10, SMF17/CF11…)
  • C-Suite (CEO, CRO, CFO, COO, CCO…)
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