An international bank seeks to recruit someone in an RM Support function, to work alongside their Private Banking/wealth Management Relationship Management team, managing client interaction, account opening, account maintenance etc. for UHNW/HNW clients.
- Support RM's with general client management and relationship development with UHNW/HNW clients.
- Assist with the opening of new accounts
- Carry out regular account maintenance and reviews
- Process transactions, payments, transfers etc.
- Provide excellent customer service, responding to queries/complaints and working to solve any possible issues
- Prepare relevant reports and manage documentation
- Provide ad-hoc admin support
- Private Banking/Wealth Management experience
- Private Banking/Wealth Management product knowledge
- Experience in a "Customer service" style role
- UHNW/HNW account management exposure