Client Services Executive

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.

• 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.