Client Relationship Executive - London, United Kingdom - Ramsey Portia

Ramsey Portia

Verified Company

London, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

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 endtoend 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.
Process workflow requests in the systems (credit lines, etc.).
Close coordination with the zone's 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, crossborder, R&C, FATCA, CRS, etc).
Possesses IT skills and knowledge of relevant software packages and online information systems.
Reliable and resilient, with a strong sense of responsibility and an ability to multitask and prioritize.
Solutionsoriented and proactive mindset.
Excellent communication and presentation skills, both written and oral.