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Permanent

Client Support Office (Private Banking) x3

London
money-bag 35000.00-35000.00 Annual
3087386112
Posted Yesterday

Up to £45,000 plus EXCELLENT bonus and benefitsURGENT REQUIREMENTA FANTASTIC opportunity has arisen for THREE proactive and client-focused individuals to join a highly-prestigious private bank in London. In this role, you will provide primary support for a Client Relationship Officer with a busy book and strong pipeline (including UK and International clients), ensuring seamless client instructions and building robust relationships in a stimulating and dynamic private banking environment.Key Responsibilities of the Client Support Office to include:Client Onboarding and KYC Management: Take ownership of the full Know Your Customer (KYC) lifecycle, including meticulous collection, thorough analysis, and accurate submission of KYC documentation for new clients. This also encompasses facilitating periodic reviews to ensure ongoing compliance.Investment Suitability and Review Management: Proactively manage the scheduling and production of mandatory suitability reports and investor profile periodic reviews, ensuring all client files are accurately maintained in line with MiFID II and internal compliance standards.Residential Real Estate and Discretionary Investments: Provide comprehensive support for clients dealing with residential real estate and discretionary investment portfolios.Standard Banking Services: Manage essential client-related administration, including processing payments, foreign exchange (FX) trading, and e-banking queries.Non-Discretionary Investment Support: ..... full job details .....

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