Client Relationship Officer, London (Russian Speaking)

Redstone Private Banking Search
London, United Kingdom
Aug 11, 2019
Aug 31, 2019
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
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