Client Relationship Officer, London (Russian Speaking)

Employer
Redstone Private Banking Search
Location
London, United Kingdom
Salary
Competitive
Posted
Aug 11, 2019
Closes
Sep 10, 2019
Ref
6129470
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
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

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