A prestigious private bank with a significant and growing presence in the UK is seeking an experienced Account Manager. The Primary responsibility is the day-to-day administration of the Bank’s relationships with Wealth Management clients, understanding the requirements and needs of the client.
About the Role:
The intention is for the Account Manager to be responsible for clients from the Referred Business, Independent Financial Adviser (“IFA”) and Staff Account segments. This role involves management of relationships on multiple levels, working collaboratively with another party to the end client to present the products and services of the business.
Key Responsibilities
Build and maintain strong relationships with clients, referring RMs and the client’s advisors (as applicable)
Handling day-to-day correspondence with clients and their representatives
Multi-task and use effective time management skills to prioritise short terms tasks while simultaneously managing longer-term projects
Ability to work in a highly pressurised environment, whilst meeting both client and internal deadlines
Handling data requests from clients and stakeholders within the firm
Assisting with cash management
Executing and ensuring settlement of client orders (FX, Cash, Equities, Fixed Income etc.)
Preparing for, and where required, attend Client meetings
Processing client account opening from inception to completion, including gathering all necessary KYC and AML documentation
Assisting with the completion of event driven and periodic reviews
Preparing credit requests and general administration of credit facilities
Liaising with other branches for Referred accounts
Managing documentation relating IFAs
Ensuring any Staff Accounts are administered in accordance with the Group Directive
Keeping relationship managers up-to-date with all client information and delegating tasks accordingly
Initiate projects to enhance existing processes and contribute ideas for improvements to the team and to management
About You
Experience of working as an account manager in private banking/wealth management is ESSENTIAL
A good understanding of the private client industry and its products
IAD Level 4
For further information please contact Caitlynn Fourie
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