Client Relationship Manager

6 days ago

London Area, United Kingdom BOS WEALTH MANAGEMENT LIMITED Full time
About the Role

This position is responsible for providing exceptional client service and administrative support to Relationship Managers based in London.

Main Responsibilities
  • Provide fundamental support in all aspects of client service, client relationship building, and account maintenance to deliver outstanding service to Ultra High Net worth/High Net worth clients and assist the business activities of relationship managers (account opening/maintenance/periodic reviews, setting up of Lombard facilities).
  • Liaison with clients, service providers, and business support based in Singapore (BOS Head Quarters) to ensure smooth and prompt transaction processing and service delivery of clients' requirements (payments, loan/deposit rollovers, asset transfers, corporate actions, etc).
  • Respond promptly and responsibly to client enquiries and/or requests. Follow through to ensure the clients' requests are executed. Ensure error-free & timely execution of clients' instructions.
  • Ensure timely completion and update on Bank's internal systems of call reports, documentation, client profiling, and any other administrative matters as required from time to time.
  • Receive and execute trade orders in a timely and accurate manner.
  • Ensure all operational processes are performed in full adherence to internal policies as well as all regulatory requirements applicable.
  • Participate in projects and the relevant UATs (User Acceptance Testing) on new systems before they are implemented Bank-wide as and when requested.
  • Proactively manage own development needs and attend to relevant training for continuous upgrade.
  • Adhere to Group's Core Values - Conduct business with utmost integrity and professionalism.
  • Proactively manage all client complaints and escalations.
Requirements
  • Degree/Diploma holder from a reputable institution.
  • Minimum 5 years relevant experience in client servicing or Front Office sales support within financial institutions.
  • Ability to work with complex structures for account opening and ongoing documentation requirements.
  • Sound knowledge of banking products and services including investment products such as mutual funds, equities, bonds, ETF's, and treasury products. Proficiency with financial tools such as Bloomberg is preferred.
  • Basic understanding of credit such as lending (including mortgage) and leverage.
  • Excellent communication and client interfacing skills.
  • Meticulous, strong attention to detail, and problem-solving.
  • Possess a future-oriented mindset, strive to innovate, highly independent, willing to take ownership, and adapt to changes.
  • Must be a strong team player and possess excellent interpersonal skills, with an ability to integrate quickly into an established team.
  • Able to work under a fast-paced and stressed environment while remaining passionate, empathetic, and resilient.

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