Client Relationship Officer, London (Russian Speaking)
- Employer
- Redstone Private Banking Search
- Location
- London, United Kingdom
- Salary
- Competitive
- Closing date
- Aug 31, 2019
View more
- Job Function
- Wealth Management
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
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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
Key Qualifications / Experience
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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