Senior Client Services Officer - London, United Kingdom - eFinancialCareers
Description
Senior Client Services Officer - Private Banking
London
The Role:
An opportunity has arisen with our client, a well-respected Private Bank who aim to provide their clients with the best in international private banking and wealth management.
The Senior Client Services Officer will join a high performing team and will assist the Client Relationship Officers with banking and client-related administration including but not limited to: transfers and payments, foreign exchange, monitoring and fixingof bank deposits and processing of purchases and securities sales.
Responsibilities of the role:
- Liaise with CROs to assess client's financial objectives, risk appetite advising them on suitable investment strategies.
- Run valuations on client portfolios when requested.
- Speak with clients regarding correspondence, diaries, fillings and expenses.
- Assist in the preparation of and attend client meetings.
- Maintain marketing information and support targeted activities as required.
- Generate and distribute Banking reports via the internal systems for internal stakeholders and clients.
- Liaise internally across the business regarding account openings, client reviews, account monitoring and more.
Requirements:
- Reliable, analytical, thorough, hard working
- Strong written and verbal communication skills
- Curious and keen interest in the financial markets/ private banking
- Proactive, seeking professional selfdevelopment
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