Private Bank Relationship Specialist

2 months ago


London, Greater London, United Kingdom eFinancialCareers Full time
About the Role

You will be responsible for managing the relationship with Private Banks who further distribute investments.

  • Managing complex onboarding projects, problem-solving, and ensuring smooth processes
  • Manage ongoing relationships with private banks, providing updates and assistance as required
Ideal Candidate

We are seeking a candidate who has experience in an onboarding or client relationship role focusing on Private Banks as clients.

  • Alternatives experience is preferred but not essential
  • Excellent academics, communication, and project management skills are essential
Key Responsibilities

As a Private Bank Relationship Manager, you will be responsible for:

  • Developing and maintaining strong relationships with Private Banks
  • Providing expert advice and guidance on investment opportunities
  • Managing complex onboarding projects and ensuring smooth processes
  • Collaborating with internal teams to provide seamless service to clients


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