Client Support Office; Private Banking x3

Up to £45,000 plus EXCELLENT bonus and benefits URGENT REQUIREMENT

A FANTASTIC opportunity has arisen for THREE proactive and client-focused individuals to join a highly-prestigious private bank in London. In this role, you will provide primary support for a Client Relationship Officer with a busy book and strong pipeline (including UK and International clients), ensuring seamless client instructions and building robust relationships in a stimulating and dynamic private banking environment.

• Client Onboarding & KYC Management: Take ownership of the full Know Your Customer (KYC) lifecycle, including meticulous collection, thorough analysis, and accurate submission of KYC documentation for new clients. This also encompasses facilitating periodic reviews to ensure ongoing compliance.
• Investment Suitability and Review Management: Proactively manage the scheduling and production of mandatory suitability reports and investor profile periodic reviews, ensuring all client files are accurately maintained in line with MiFID II and internal compliance standards.
• Residential Real Estate & Discretionary Investments: Provide comprehensive support for clients dealing with residential real estate and discretionary investment portfoli...