21 Feb 2019

Account Manager

Ref 32204

A private bank is looking to recruit someone who is RDR qualified or studying towards a relevant qualification to join their Client Relationship Management team as an Account Manager.

The role holder will act as support for a designated Relationship Management team and service the clients within that team. They will support the Relationship Managers in providing a high level of service to HNW Individuals, local and international Trust Companies and Wealth Managers. 

 Main duties:

  • Responsible for the execution of client transactions (payments, security trades, foreign exchanges, Fixed deposits and corporate actions)
  • Identify opportunities to cross and up sell the banks products and services and record these leads in the appropriate database.
  • Receiving and making client calls to facilitate transactions and resolve queries. 
  • Reviewing new account CDD and subsequent preparation of account opening documentation and risk review paperwork.
  • Liaising with clients to close any gaps in CDD documentation for both new and existing bank accounts.
  • Preparation of Account closure documentation.
  • Completion of client Risk Review documentation in accordance with group risk policies for regular risk reviews.  
  • Setting up new accounts on the bank mainframe system and the relationship management system.
  • Attending client meetings/service reviews and social events as appropriate.
  • Assist with and co-ordinate projects and large-scale system tasks that may arise from time to time.

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