Client Relationship Officer

Client Relationship Officer London, England

Ramsey Portia
Full Time London, England 45000 GBP ANNUAL Today
Job description

A position is open for a Client Relationship Officer. You will be supporting two teams and be the point of entry for all operational requests from bankers or clients.

Duties & Responsibilities:

  • Responsible for day to day client relationship management and communication with clients to review client accounts, guidelines, restrictions and requirements in conjunction relationship managers.
  • Lead the end-to-end account opening process taking into consideration the local regulatory specificities that drive the documentation requirements. Account Maintenance.
  • Lead KYC information gathering and update documents in the systems as needed.
  • Organization of incoming and outgoing correspondence (telephone, fax, email, post) adhering to the confidentiality guidelines and the required procedures.
  • Process workflow requests in the systems (credit lines, etc.).
  • Close coordination with the zone’s Business Risk Manager and or/compliance to resolve any risk & compliance matters.
  • Process Credit requests. Managing the levels/ margin calls /renewals of the facilities and contacting clients if needed.
  • Receive and transmit orders: buy/sell trades (as per client instruction). Process payments and transfers. Perform cash management: FX transactions, etc.
  • Establish effective working relationships with other Pictet employees.
  • Help in the preparation of client visits and attending meetings when required.
  • Adhere to all existing policies and directives and support the implementation of new ones where needed.
  • Fully adheres to FCA rules and guidelines.

The role requires:

  • Degree level education.
  • FCA competent, holding IAD or IMC qualification.
  • Must have experience in similar role within Private Banking/wealth management environment.
  • Possesses IT skills and knowledge of relevant software packages and on-line information systems.
  • Service orientated, outgoing and professional.
  • Understand client documentation and internal processes of a wealth manager.
  • Good knowledge of regulatory dimensions (UKRND, cross-border, R&C, FATCA, CRS, etc).
  • Reliable and resilient, with a strong sense of responsibility and an ability to multi-task and prioritize.
  • Solutions-oriented and proactive mindset.
  • Excellent communication and presentation skills, both written and oral.
  • Fluency in English, French would be an asset. position is open for a Client Relationship Officer. You will be supporting two teams and be the point of entry for all operational requests from bankers or clients.

Duties & Responsibilities:

  • Responsible for day to day client relationship management and communication with clients to review client accounts, guidelines, restrictions and requirements in conjunction relationship managers.
  • Lead the end-to-end account opening process taking into consideration the local regulatory specificities that drive the documentation requirements. Account Maintenance.
  • Lead KYC information gathering and update documents in the systems as needed.
  • Organization of incoming and outgoing correspondence (telephone, fax, email, post) adhering to the confidentiality guidelines and the required procedures.
  • Process workflow requests in the systems (credit lines, etc.).
  • Close coordination with the zone’s Business Risk Manager and or/compliance to resolve any risk & compliance matters.
  • Process Credit requests. Managing the levels/ margin calls /renewals of the facilities and contacting clients if needed.
  • Receive and transmit orders: buy/sell trades (as per client instruction). Process payments and transfers. Perform cash management: FX transactions, etc.
  • Establish effective working relationships with other Pictet employees.
  • Help in the preparation of client visits and attending meetings when required.
  • Adhere to all existing policies and directives and support the implementation of new ones where needed.
  • Fully adheres to FCA rules and guidelines.

The role requires:

  • Degree level education.
  • FCA competent, holding IAD or IMC qualification.
  • Must have experience in similar role within Private Banking/wealth management environment.
  • Possesses IT skills and knowledge of relevant software packages and on-line information systems.
  • Service orientated, outgoing and professional.
  • Understand client documentation and internal processes of a wealth manager.
  • Good knowledge of regulatory dimensions (UKRND, cross-border, R&C, FATCA, CRS, etc).
  • Reliable and resilient, with a strong sense of responsibility and an ability to multi-task and prioritize.
  • Solutions-oriented and proactive mindset.
  • Excellent communication and presentation skills, both written and oral.
  • Fluency in English, French would be an asset.

Job Type: Full-time

Salary: From £45,000.00 per year

Benefits:

  • Company pension
  • Life insurance
  • Private dental insurance
  • Private medical insurance

Schedule:

  • Monday to Friday

Supplemental pay types:

  • Bonus scheme
  • Yearly bonus

Work Location: One location

Reference ID: EW2488

Client Relationship Officer
Ramsey Portia

www.ramseyportia.co.uk
London, United Kingdom
Unknown / Non-Applicable
Unknown
Company - Private
Related Jobs

All Related Listed jobs

non title
Buckinghamshire Healthcare Chalfont Saint Peter, England 22383 - GBP ANNUAL Today

We have an exciting opportunity for three full time booking co-ordinators within our new community ophthalmology service. We are looking for...

Factory Labourer
Sterling Recruitment Services Hartlepool, England 9.5 - 10.42 GBP HOURLY Today

Loading and unloading incoming and outgoing goods. Other general factory duties as and when required. Temp to perm contract after 12 weeks.

Social Media Supervisor
Disney London, England 53266 - 60000 GBP ANNUAL Today

Contribute to talent junkets and events to capture content that our customers want to see on our social platforms.

F&B Team Member
Guildford Manor Hotel & Spa Guildford, England 11 GBP HOURLY Today

First impressions is everything - Being presentable and greeting every guest at the hotel in a very warm and welcoming manner consistently.

Lead Biomedical Scientist in Immunology
North Bristol NHS Trust Bristol, England 48526 - 54619 GBP ANNUAL Today

Applications are invited from enthusiastic and well-motivated HCPC registered Biomedical Scientists with previous experience in a senior BMS role.