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Global Private Banking Client Service Specialist
3 weeks ago
As a key member of our global banking client's Private Banking division, we seek a highly skilled Client Services Professional to support the Market Head (Private Banker) in delivering exceptional service to high-net-worth individuals.
This 6-month contract position requires a detail-oriented and proactive individual who can provide valuable support to ensure a smooth and efficient client experience.
- Provide day-to-day support to the Private Banker and their Assistant Relationship Manager (ARM) in managing client relationships and portfolios.
- Assist in preparing and reviewing client documentation, financial transactions, and other related materials.
- Client Support: Offer assistance to the Private Banker and ARM in managing client relationships, ensuring timely responses to client inquiries, and resolving any issues that may arise.
- Documentation and Transactions: Prepare and review client documentation, financial transactions, and other related materials to ensure accuracy and compliance with regulatory requirements.
- Excellent communication and interpersonal skills.
- Ability to work independently and as part of a team.
- High level of organization and time management skills.
- CACS papers are required for this position.