Client Service Executive - Private Bank
Hybrid · London, England, United Kingdom
Job Summary
Client Service Executive in Private Bank support role based in London. Supports Relationship Managers and Investment Managers with day-to-day client servicing, processes transactions, manages accounts, handles client inquiries, and assists with Know Your Customer (KYC) requirements. Responsibilities include assisting in preparing client meeting documents, contributing to pipeline and activity management, opening accounts end-to-end ensuring proper documentation and KYC compliance, coordinating periodic client reviews, and following up on client payment instructions. The role emphasizes collaboration with RMs, emphasis on process improvement, and requires a bachelor's degree or equivalent experience. Hybrid working model and comprehensive benefits accompany the position.
Required Qualifications
- Bachelor's degree or equivalent work experience in related field
- Experience in client services/private banking support within Private Client Wealth Management
- Proficiency in Microsoft Excel
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