Client Relationship Officer
5 days ago
A position is open for a Client Relationship Officer in our London office. You will be supporting the UK team and be the point of entry for all operational requests from bankers or clients. Responsibilities Responsible for day to day client relationship management and communication with clients to review client accounts, guidelines, restrictions, and requirements in conjunction with relationship managers. Lead the end to end account opening process, considering local regulatory specificities that drive documentation requirements. Account Maintenance. Lead KYC information gathering and update documents in the systems as needed. Organize incoming and outgoing correspondence (telephone, fax, email, post), adhering to confidentiality guidelines and procedures. Process workflow requests in the systems (credit lines, etc.). Coordinate with the zone's Business Risk Manager and compliance to resolve risk & compliance matters. Process credit requests, manage levels/margin calls/renewals of facilities, and contact clients if needed. Receive and transmit orders: buy/sell trades (per client instructions). Process payments and transfers. Establish effective working relationships with other Pictet employees. Assist in preparing for client visits and attend meetings when required. Adhere to all policies and directives and support implementing new ones. Comply fully with FCA rules and guidelines.Degree level education. FCA competent, holding IAD or IMC qualification. Experience in a similar role within Private Banking/wealth management. IT skills and knowledge of relevant software and online systems. Service oriented, outgoing, and professional. Understanding of client documentation and internal processes of a wealth manager. Good knowledge of regulatory dimensions (UKRND, cross border, R&C, FATCA, CRS, etc.). Reliable, resilient, responsible, and able to multi task and prioritize. Solutions oriented and proactive. Excellent communication and presentation skills, both written and oral.Your team Pictet Wealth Management combines more than 200 years of Swiss banking heritage with global investment expertise. The partner owned financial services group provides a comprehensive offering for wealthy individuals and families, including discretionary and advisory investment solutions and family office services. #J-18808-Ljbffr
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City of Westminster, United Kingdom E Fundresearch Full timeA leading financial services firm in London is seeking a Client Relationship Officer to manage client accounts and communications. The ideal candidate will have experience within Private Banking and strong knowledge of relevant regulations. Responsibilities include overseeing account opening processes and ensuring compliance with FCA rules. Excellent...
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Client Relationship Manager
2 weeks ago
City of Westminster, United Kingdom Bird & Bird Full timeWe are looking for a Client Relationship Manager to join our Marketing and Business Development team. Working within our Global Client Service & Insight team, this role plays a pivotal part in delivering exceptional client experiences and driving growth. You will manage a diverse portfolio of clients, ensuring seamless service and effective account...
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Client Relationship Coordinator
7 days ago
City of Westminster, United Kingdom Withersworldwide Full timeThis is a role responsible for all billing and client onboarding tasks for an allocated number of partners and their clients and will be a pipeline to the Client Relationship Specialist role. The role will be client facing and will also work closely with the Finance and Risk & Compliance teams. The role will be categorised as 'Mobile' in line with the firm's...
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SVP Sales and BD
2 weeks ago
City of Westminster, United Kingdom CoberonChronos Client Full timeSVP Sales & Business Development, Europe Gastroenterology AI / MedTech Our client is a fast-moving medtech company commercializing a CE-marked and FDA-cleared AI platform for gastroenterology. The product is already in the hands of leading European centers, and they need a senior commercial operator to turn early traction into a strong, defensible market...
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Client Relationship Manager
3 weeks ago
City of London, United Kingdom LAW Absolute Full timeClient Relationship Manager Life Sciences & HealthcareHybrid working A global law firm is looking for a Client Relationship Manager to join their Healthcare & Life Sciences sector . In this role you’ll help drive the firms global client and sector strategy by partnering closely with relationship partners, deepening key client relationships, and identifying...
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Senior GI AI Sales
2 weeks ago
City of Westminster, United Kingdom CoberonChronos Client Full timeA fast-moving medtech company in the UK is seeking an SVP Sales & Business Development for their AI platform in gastroenterology. This individual-contributor role involves leading sales across Europe, focusing on building relationships with clinical and procurement stakeholders. Ideal candidates will have a strong sales background in medical devices and be...
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Client Relationship Manager
1 week ago
City Of London, United Kingdom Stephenson Harwood LLP Full timeWhat we will offer If you require this document in an accessible format (e.g. large print), please contact hr.recruitment@shlegal.com We will offer you a place where you can be yourself and where there are no limits on what you can achieve. With us, you can take ownership of your career and have honest conversations throughout. You would join an ambitious...
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Relationship Officer
2 days ago
City of Westminster, Greater London, United Kingdom Westminster City Council Full time £30,000 - £50,000 per yearAbout Us:THE EXTRAORDINARY STORY OF GRACE'S PASSION AND DEDICATIONThe Environment & Communities Directorate in Westminster City Council is a world of extraordinary stories. Where dedicated people like Grace are using their skills and passion to progress environmental action in the heart of London.It was at university where Grace first started campaigning for...
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Client Relationship Manager
21 hours ago
City Of London, United Kingdom Blue Legal Full timeThe CompanyA leading, modern-day law firm is seeking a Client Relationship Manager who will be based in South London to ensure consistent client growth and expansion to the firm’s Credit Solutions Division. The role holder will be working with the Marketing and the BD Manager to create Business Development opportunities and deliver key performance...
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Client Relationship Executive
1 day ago
City of London, United Kingdom LegalAndGeneral Full time £25,000 - £60,000 per yearCompany Description Legal & General (L&G) is a leading UK financial services group and major global investor. We've been safeguarding people's financial futures since 1836, and strive to build a better society, while improving the lives of our customers and creating value for shareholders. We are one of the world's largest asset managers and provide...
