Client Support, Coutts Crown Dependencies

3 weeks ago


Saint Helier, United Kingdom NatWest Group Full time

Join us as a Client Support in Coutts Crown Dependencies

  • We're looking for a highly motivated and personable Client Support to join our team
  • You'll be supporting our private bankers to provide an outstanding level of service for our clients
  • This is an opportunity to work closely with experienced private bankers, allowing you to develop your knowledge and your career with us
  • You can join us on a part-time basis, which means you'll work two full days a week, Monday and Thursday
What you'll do

You'll be providing vital support to private bankers, assisting them in meeting the needs of their clients. As a key point of contact for our clients, you'll be strengthening relationships with them and helping to provide a seamless experience.

Day-to-day, you'll be preparing briefs for client appointments, identifying any suitable product needs, supporting with diary management and arranging reviews and engaging with specialists, when appropriate.

You'll also be:

  • Making sure that all reports, documentation and systems recording is accurate, compliant and provides the best advice for clients, while adhering to internal processes and procedures
  • Creating profiles, meeting notes, wealth balance sheets, quotations and supporting marketing and application materials
  • Preparing and maintaining client files, making sure that all compliance paperwork is present
  • Preparing client communications, including letters and care calls
  • Maintaining a good understanding of internal banking, lending and investment products
The skills you'll need

You'll have a background in a banking or financial services environment, with experience of providing excellent and timely service to clients. We're also looking for someone with a desire to develop their knowledge and skill set by undertaking qualifications with the bank.

Additionally, you'll need:

  • Excellent communication and client relationship skills
  • Technical knowledge of investment, credit and financial planning products
  • The ability to work within a sales and service culture
  • Good numeracy and Microsoft Office skills


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