Client Relationship Officer, London (Russian Speaking)

6 days left

Recruiter
Redstone Private Banking Search
Location
London
Salary
Competitive
Posted
01 Oct 2019
Closes
29 Oct 2019
Sectors
Multi lingual
Contract Type
Permanent
Hours
Full Time

Redstone Private Banking Search are leaders in the global provision of search solutions for the international private banking and wealth management markets. With coverage of a wide variety of Private Banks, Boutiques, Family Offices, Wealth Managers, Fund Managers and Investment Houses, Redstone Private Banking can offer tailored search solutions in a changing industry.

Redstone Private Banking Search are currently working with a Swiss pure play private bank who are looking for a client relationship officer to join their UHNW Russian desk in London

Key Responsibilities / Tasks

  • Working alongside a team of five private bankers being the point of entry for all operational requests from the team or clients
  • Lead the account opening process taking into consideration the regulatory specificities that drive the documentation requirements
  • Ensure a strict follow up of documentation by contacting clients in coordination with the relationship managers
  • Manage documentation flows (archiving and processing physical and electronic forms)
  • Lead KYC information gathering where required and update complementary documents in the systems when needed
  • Process payments and transfers while ensuring call backs are systematically performed and support for other transactional activity where needed

Key Qualifications / Experience

  • At least three years' experience working in an established wealth manager or private banking institution
  • Understanding of client documentation and internal processes within wealth management
  • Financial qualification (CISI, CFA, IMC) are desirable but not essential
  • To be fluent in English and Russian
  • Located in London and be within commuting distance of W1 area

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