Client Support Officer recruitment

A 6 months rolling contract that would suit someone who is immediately available.

The firms Private Bank, one of the largest private banking businesses in the world, provides professional wealth management services for 26,000 clients globally, including a third of the world’s billionaires, operating in 60 offices in more than 30 countries.

The Private Bank offers unmatched global reach, coupled with a full range of portfolio management and investment advisory services, an array of structured lending and banking services, as well as expertise from Markets and Banking division.

The Private Bank is dedicated to helping clients meet their financial needs and goals. We serve them as a true financial partner and trusted advisor.  Our experienced professionals serve the needs of wealthy families, individuals, and entrepreneurs. 

Key Responsibilities:

* Process all client related transactions in a professional and timely manner related to internal/external payment requests, Trade execution and all other types of transactions across banks internal systems.

* Daily cash management, problem resolutions relating to cash management, research and order processing for clients

* Understand how to execute transactions across the broad array of products

* Input buy/sell orders for stocks and bonds

* Respond promptly to all client requests

* Organize and track tasks, following up on pending items to ensure timely execution

* Process client credit card applications and obtain statement copies

* Adhere to all regulatory and internal Compliance and AML policy requirements

* Provide support to colleagues in team when volumes of work allow

* Look to streamline process and promote initiatives

* Flag potential illegal or improper transactions and comply with all regulatory policies and control procedures

* Respond to client requests promptly and effectively to resolve related problems

* Develop knowledge base and skills through specific internal courses

* Take ownership of client problems and remain accountable through to completion

* Serve as a valued resource to team members and colleagues by sharing knowledge, information and best practices

* If applicable work closely with bankers and Client Account officer in initiating centers

* If applicable serve as local account officer (LAO) in all aspects of client service for offshore location bankers be seen 

  If needed by clients as first point of contact in addressing local account requirements and offshore bankers requests.

Knowledge/Experience:

• Proven experience working in a servicing role within the Financial Services sector (Private Banking/Wealth management experience preferred).

• Demonstrates extensive knowledge of all CPB banking systems, platforms and capabilities.

Skills

• Fluency in spoken and written English, other languages an advantage.

• Ability to cope with ambiguity change – high adaptability.

• Team player

• Ability to challenge status quo and continuously optimize processes and tasks in own area of responsibility.

• Strong communication skills.

• Pro-active, initiative and driven

Qualifications:

*Preferably degree educated, however, exceptional candidates who do not meet this criteria may be considered provided they have the necessary skills and experience.

Competencies:

• Ability to prioritize and manage multiple deadlines, work to tight schedules and provide a fast and efficient turnaround of tasks and problem resolutions.

• Ability to build effective working relationships across hierarchal levels and functions.

• Is aware of, and effectively manages, risk and compliance related situations in his/her area

• Numerate, analytical mind, with strong problem-solving skills.

• Attention to detail