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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
Internal Number: 6129470
About Redstone Private Banking Search
eFinancialCareers is a career site specializing in financial services.