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Client Relationship Executive - Private Wealth (12 month FTC)

Round Pegs Recruitment
Job LocationLondon
EducationNot Mentioned
SalaryCompetitive salary
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

A position is open for a Client Relationship Exec for two regional teams in a globally operating Private Wealth Manager. You will be working in London and be the point of entry for all operational requests from bankers and clients.Key Duties & Responsibilities:

  • Responsible for day to day client relationship management and communication with clients to review client accounts, guidelines, restrictions and requirements in conjunction relationship managers.
  • Lead the end-to-end account opening process taking into consideration the local regulatory specificities that drive the documentation requirements. Account Maintenance.
  • Lead KYC information gathering and update documents in the systems as needed.
  • Organisation of incoming and outgoing correspondence (telephone, fax, email, post) adhering to the confidentiality guidelines and the required procedures.
  • Process workflow requests in the systems (credit lines, etc.).
  • Close coordination with the zones Business Risk Manager and or/compliance to resolve any risk & compliance matters.
  • Process Credit requests. Managing the levels/ margin calls /renewals of the facilities and contacting clients if needed.
  • Receive and transmit orders: buy/sell trades (as per client instruction). Process payments and transfers. Perform cash management: FX transactions, etc.
  • Establish effective working relationships with other employees.
  • Help in the preparation of client visits and attending meetings when required.
  • Adhere to all existing policies and directives and support the implementation of new ones where needed.
  • Fully adheres to FCA rules and guidelines.
The role requires:
  • Must have experience in similar role within Private Banking/wealth management environment.
  • FCA competent, ideally holding IAD or IMC qualification.
  • Service orientated, outgoing and professional.
  • Understand client documentation and internal processes of a wealth manager.
  • Good knowledge of regulatory dimensions (UKRND, cross-border, R&C, FATCA, CRS, etc).
  • Possesses IT skills and knowledge of relevant software packages and on-line information systems.
  • Reliable and resilient, with a strong sense of responsibility and an ability to multi-task and prioritize.
  • Solutions-oriented and proactive mindset.
  • Excellent communication and presentation skills, both written and oral.

Keyskills :
Private BankingRelationship ManagementClient Accounts

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