• Manage end-to-end client onboarding and periodic review processes, liaising with clients and internal teams to ensure documentation is completed accurately and within required timescales.
• Handle day-to-day banking and client administration, including transfers and payments, foreign exchange, fixed-term deposits, and the processing of securities purchases and sales.
• Act as a key point of contact for clients, responding to queries, following up on outstanding matters and escalating issues to Relationship Managers where appropriate.
• Coordinate with internal stakeholders, including Operations, Compliance and offshore teams, to facilitate onboarding, annual reviews and other client-related requirements.
• Support the preparation and submission of client documentation, ensuring all records are accurate, complete and compliant with internal policies and regulatory requirements.
• Assist with credit applications and reviews, managing the process from initial approval through to loan drawdown.
• Support Relationship Managers with research, client preparation and other ad hoc requests to help deliver an effective and responsive client service.
• Support the promotion and arrangement of banking and investment products and services, subject to the relevant qualifications and regulatory permissions.
• Ensure all activities are carried out in line with regulatory requirements, including KYC, AML, FATCA and CRS, as well as internal policies and cross-border regulations.

About You

• 5–7 years of relevant experience in a similar client-facing or client support role within private banking or financial services.
• Strong understanding of private banking processes, banking and investment products, and client relationship management.
• Good knowledge of regulatory and compliance requirements, including KYC, AML, FATCA and CRS.
• Experience managing client onboarding, periodic reviews and banking administration, with an understanding of credit applications and lending processes.
• Excellent written and verbal communication skills, with the confidence to build relationships with clients and internal stakeholders.
• Strong organisational skills and attention to detail, with the ability to manage competing priorities and meet deadlines.
• A proactive, solutions-focused approach, with the ability to take ownership of tasks and resolve issues efficiently.
• A collaborative team player who enjoys working closely with colleagues across different functions.
• High levels of professionalism, confidentiality and discretion when handling sensitive client information.
• Proficient in standard IT systems, with the ability to adapt quickly to new software and processes.
• IAD Level 4 and CeMAP qualifications would be advantageous
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