Account Manager, Referred Business

Overview

Our client, a well-established wealth management and private banking business, is hiring an Account Manager to support and grow relationships across its Referred Business
, Independent Financial Adviser (IFA), and Staff Account client segments.

This is a client-facing role focused on the day-to-day servicing and administration of private clients
, delivering consistently high service standards while operating in a regulatory-compliant and commercially minded way. You’ll manage a portfolio of relationships, collaborating closely with internal relationship managers and external advisers to ensure an excellent end-client experience.

• Build and maintain strong relationships with clients, internal relationship managers, and external advisers/IFAs (where applicable)
• Handle day-to-day client correspondence and requests, ensuring timely, accurate responses
• Manage multiple priorities effectively, balancing immediate tasks with longer-term projects
• Support cash management activities for client accounts
• Execute and oversee settlement of client orders (e.g.,
  FX, cash, equities, fixed income
  )
• Prepare for and (where required) attend client meetings
• Manage end-to-end account opening/onboarding
  , including collection and completion of KYC/AML documentation
• Support event-driven and periodic client reviews
• Prepare credit requests and assist with the administration of credit facilities
• Liaise with other branches/offices as required to support referred accounts
• Maintain accurate client records and keep stakeholders updated, delegating actions where appropriate
• Identify opportunities to improve processes, suggesting and implementing enhancements
• Ensure all activity is completed in line with internal policies, procedures, and applicable regulatory requirements

This role operates within a regulated environment and requires a strong commitment to:

• acting with integrity
• exercising due skill, care, and diligence
• treating customers fairly and prioritising good client outcomes
• maintaining high standards of market conduct
• being open and cooperative with relevant regulators

• Experience in wealth management/private banking or another client-facing role within financial services
• Strong understanding of private client products and servicing expectations
• Demonstrable experience supporting client onboarding
  , KYC/AML
  , and ongoing reviews
• Familiarity with order execution support and/or settlement processes (FX/cash/securities)
• Highly organised with strong attention to detail and the ability to manage parallel tasks under pressure
• Confident communicator (written and verbal); additional languages are beneficial
• Proficient in Microsoft Office (Excel, Word, Outlook)

• Degree educated (commercial, finance, banking or similar discipline preferred)