RM Support - Private Banking/Wealth Management

  • Job Reference: CJ799
  • Date Posted: 11 September 2019
  • Recruiter: C James
  • Location: London
  • Salary: £40,000 to £50,000
  • Sector: Relationship Management, Private Banking, Back/Middle Office Operations
  • Job Type: Permanent
  • Work Hours: Full Time
  • Contact: Craig Grimes
  • Email: CG@c-james.com
  • Telephone: +44 (0) 207 240 0760

Job Description

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.
 

Responsibilities:

  • 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

Key Skills:

  • Private Banking/Wealth Management experience
  • Private Banking/Wealth Management product knowledge
  • Experience in a "Customer service" style role
  • UHNW/HNW account management exposure