Up to £80,000 plus EXCELLENT bonus and benefits
A prestigious private bank in London is seeking a highly experienced and proactive Senior Client Service Officer to provide expert support to a senior Banker. This is a critical role designed for a seasoned professional who can take full ownership of the administration and operational management of an established, high-net-worth book of business.
As a Senior Client Support Officer, you will act as the primary engine room for the desk, ensuring seamless service delivery for UK and International clients while maintaining the highest standards of regulatory integrity.
Please note, candidates must have direct Private Banking experience
Key Responsibilities of the Relationship Manager to include:
* Strategic Onboarding & KYC Leadership: Take full accountability for the end-to-end KYC lifecycle for complex structures. You will drive the collection, analysis, and submission of documentation, navigating intricate client profiles with minimal supervision.
* Advanced Investment Suitability: Proactively manage the production of mandatory suitability reports and investor profile reviews. Ensure the book remains fully compliant with MiFID II and internal standards at all times.
* Complex Portfolio Support: Provide high-level technical support for residential real estate transactions and discretionary investment portfolios.
* Expert Banking Operations: Execute sophisticated client instructions, including high-value payments, FX trading, and complex e-banking configurations.
* Non-Discretionary Execution: Confirm income and accurately book trades for non-discretionary investment accounts with precision.
* Senior Stakeholder Liaison: Act as the lead point of contact between the desk and internal departments (Operations, Compliance, and Offshore entities) to resolve bottlenecks and streamline annual reviews.
* Client Relationship Partnership: Interact directly with HNW clients as a trusted representative of the bank, resolving complex queries and identifying opportunities to promote relevant products and services.
* Regulatory Guardianship: Maintain an expert-level understanding of the Code of Conduct, Cross-Border regulations, AML, and FATCA/CRS requirements.
Requirements for the successful Relationship Manager to include:
* Candidates must have 8–10 years of direct Private Banking experience.
* Deep expertise in KYC/Onboarding processes for complex entities and a robust understanding of investment products (Discretionary & Non-Discretionary) and credit.
* While not mandatory, IAD (Investment Advice Diploma) or CeMAP qualifications desirable.
* A proven track record of managing a heavy workload for a senior banker with "first-time right" accuracy and minimal oversight.
* Exceptional interpersonal skills with the ability to engage with high-net-worth individuals and senior internal stakeholders.
Benefits to include:
* A highly competitive non-contributory pension contribution (with the option to contribute further via salary sacrifice).
* Enhanced annual leave entitlement.
* Private Medical Cover.
* Cash back membership.
* Life Insurance.
* AND MORE
This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Associates Resourcing Limited are those of an Employment Agency
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