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Client Services/On-boarding Support Officer

  • Location: London
  • Sector: Operations
  • Salary: £30000 - £35000 per annum
  • Job type: Permanent
  • Date posted: 18/07/2017
  • Job reference: 27383

A new opportunity has become available at an International Bank for a Relationship Advisor.

Duties to include:

  • Portfolio management - day to day banking specialist for a specific portfolio or pooled portfolio of clients. This includes having an extensive knowledge of all types of bank accounts, payment type, cash management products, online banking capabilities and an understanding of collateral and security taking
  • Develop client relationships for prospects with oversight of elements of the client on-boarding
  • Proactive and reactive contact to deepened relationships and improve the overall client experience
  • Ensure documentation and compliance requirements are met by way of KYC and AML adherence with regular client reviews
  • Assist in preparing information, leading and participation in client reviews depending on the size and nature of the business
  • Provide Subject Matter input on a variety of projects and process enhancements

The candidate will have:

  • Strong relationship building and collaboration skills - ability to network and develop strong positive relationships with external clients and internal colleagues
  • Strong organisational and time management skills
  • An ability to quickly gain a thorough knowledge of the Bank's operations and products
  • Ability to demonstrate sounds judgment and analytical skills
  • An interest in the technology sector and venture capital/private equity transactions
  • Commercial banking experience is preferable

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