Client Services/Private Banking Executive recruitment
Client Services/Private Banking Executive
Permanent role.
Job Location: London
Salary: £25-35K
Role:
To support the business in the delivery of exceptional client service to its clients. These clients will be High Net Worth (HNW) individuals so sensitivity to their profile is of upmost importance. The Private Banking Executive will be tasked with assisting the private banker in acquiring, servicing and retaining clients and delivering exceptional client service to them. He/She will become a key point of contact in the day to day operational matters and will also support the Senior Private Banker in marketing products and helping to achieve the business’s targets and goals.
Client Administration:
The successful candidate will attend client meetings; prepare files, draft letters, research information for prospecting potential new business and respond to client requests in a timely and efficient manner.
Sales Support:
The candidate will support and monitor relationships with clients and ensure superior quality service at all times whilst learning and developing under the guidance of the Private Banker. You will ensure quality, accurate and timely execution of all client and administrative items and reporting of all risk events and complaints. You will also be a key contact point for clients with the day to day administration across the range of services and products provided to the client by the bank.
Preferred experience:
1-3 years client service experience from a Wealth Management background or from a similar relationship management role
Education and personal:
- Relevant degree
- Exceptional client service skills
- Team player
- Second European language/ Russian speakers (advantageous)
Contact: Dave MacKenzie 01 6610444 dmackenzie@lincoln.ie