Job Description

Up to 45,000 plus EXCELLENT bonus and benefits
URGENT REQUIREMENT
A 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 & 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 & 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: Confirm income and book trades for non-discretionary investment accounts.
• Proactive Client Engagement: Interact directly with clients to follow up on pending issues and effectively escalate complex matters to Client Relationship Officers (CROs) when necessary.
• Internal Collaboration: Manage internal stakeholder relationships with Operations, Compliance, and offshore entities to facilitate annual reviews and onboarding documentation.
• Product & Service Promotion: Actively promote, recommend, and arrange a diverse range of banking and investment products and services.
• Documentation & Research Support: Prepare essential documentation for CROs to ensure timely completion of periodic reviews and onboarding submissions, and conduct research as requested.
• Team Liaison: Serve as the central contact person for other bank departments, providing troubleshooting and support when needed.
• Regulatory Adherence: Ensure strict compliance with the Code of Conduct and all internal regulations, including Cross Border, Anti-Money Laundering (AML), Clear Desk Policy, and Absence Management.

Requirements for the successful Client Support Office to include:

• Candidates will ideally be IAD (Investment Advice Diploma) and CeMap qualified

• Investment and credit experience is highly desirable.
• Strong KYC, onboarding, and periodic review experience is essential
• Robust understanding of residential real estate, discretionary investment, and standard banking (e.g., FX trading, payments, e-banking).

• Demonstrable experience in a similar client service role within private banking or financial services.
• Strong understanding of private banking processes, financial products, and key regulatory requirements (KYC, AML, FATCA, CRS).
• Proficient in standard IT systems, with the ability to quickly learn new software.
• Possess a service-oriented and client-focused mindset.
• A strong team player with a collaborative spirit.
• Proactive, self-motivated, and detail-oriented, ensuring accuracy and reliability in all tasks.

Benefits to include:

• A highly competitive non-contributory pension contribution (with the option to contribute further via salary sacrifice).
• Enhanced annual leave entitlement.
• Private Medical Cover.
• Cash back membership.
• Life Insurance.
• AND MORE

This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Associates Resourcing Limited are those of an Employment Agency

Skills Required