Client Relationship Officer

Client Relationship Private banking Assistant Diploma level 4 IMC IAD banker wealth management

Global private bank and financial services company with their EMEA headquarters based in London have seen an impressive rate of growth within its Wealth management and Private client proposition. As a consequence require a Client Relationship Officer/Private banking Assistant to join one of their specialist regional European advice teams.
Provide full support for three Private bankers, responsible for day to day client relationship management and communication with clients to review accounts, guidelines, restrictions and requirements in conjunction with Private bankers. Reporting on portfolio performance and Statements. Take ownership of some tasks directly for clients that require day-to-day banking services. Driven by the Private bankers help source new client contacts combined with developing existing client relationships, Confirm execution of client orders, perform cash management: foreign exchange transactions, fiduciary deposits, asset transfers, cash transfers, account openings, Prepare loan requests and overdraft facilities, prepare for and attend client meetings, liaison with clients for tax reporting, and ad hoc project work.
Essential candidate requirements:
Degree qualified, Studying or already Diploma level 4 qualified, or IAD, IMC, Minimum 3 years experience gained supporting Private Bankers or Wealth Advisers within a Private bank or Wealth Management company which services Ultra high net worth or High net worth clients, understands financial markets, IT literate, intelligent, engaging and outgoing personality. Sharp minded with gravitas.

What you need to do now
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Job type:
Banking & Financial Services
City of London
Banking and Capital Markets
to £50,000+bonus+benefits
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Talk to a consultant

Talk to Gary Moran, the specialist consultant managing this position, located in London City

107 Cheapside, London, EC2V 6DN

Telephone: 0203 465 0148
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