Client Service Executive - Private Banking

Excellent opportunity opens for a motivated Client Service Executive to join a Private Bank & Wealth Manager. You will play a key role in supporting Relationship Managers in delivering a high touch banking experience to Ultra High Net Worth Individuals (UHNWIs).

Main Responsibilities:

• Act as the first point of contact for clients in the absence of the Relationship Manager, ensuring requests and queries are handled promptly and professionally.
• Prepare documentation and briefing packs for client meetings and follow up on post-meeting actions.
• Support Relationship Managers with managing client portfolios, orders, trades, payments, and other transactional needs.
• Monitor maturity lists (deposits, loans, trades), take standard actions autonomously, and escalation when client input is required.
• Handle account opening, closing, and maintenance procedures in line with compliance standards.
• Coordinate with internal stakeholders including Treasury, Trading, Operations, Investment Services, Compliance, and Front Risk Management to ensure smooth execution of client needs.
• Monitor and manage system alerts and operational tasks directly, escalating investment-related matters where required.
• Liaise with Relationship Managers to plan and coordinate business travel, document preparation, and other logistical needs.
• Support the onboarding process through timely and accurate collection of KYC and AML documentation.
• Ensure all activities comply with internal policies, legal and regulatory requirements, and external audit standards.
• Maintain confidentiality and handle sensitive information with utmost discretion.

Key Requirements:

• 2+ years experience in Private Banking or Wealth Management
• CISI certification or Equivalent
• Bank apprenticeship or equivalent qualification in finance or banking.
• Strong organizational skills and attention to detail.
• Able to prioritize and multitask under pressure while maintaining high accuracy.
• Excellent interpersonal skills with a client-first attitude.