Our client is seeking an Account Manager to join their team on a full-time, permanent basis. This role will act as the key link between Relationship Managers, the Bank, and a designated portfolio of clients. The successful candidate will be responsible for ensuring the delivery of a high-quality, personalised client service across a range of banking activities, while also supporting ongoing client relationship management and operational effectiveness.
Job Duties:
- Coordinate and process client instructions
- Manage the full lifecycle of payments, deposits, foreign exchange, securities transactions, and corporate actions
- Provide a personalised and proactive service to clients
- Prepare account opening documentation and assist with the onboarding process
- Resolve queries related to incomplete or flagged information in collaboration with Relationship Managers and onboarding teams
- Maintain client accounts to ensure compliance with group standards
- Support Relationship Managers with transactional monitoring and remediation activities
- Assist with client periodic reviews
- Promote the Bank’s full offering including savings, FX, custody, and lending services
- Coordinate client entertainment and relationship development activities
- Stay up to date with applicable laws, regulations, and internal procedures
- Contribute to the review and implementation of departmental processes
Job Requirements:
- Experience in a front office client support role, ideally within banking or trust services
- Strong client focus with a drive to deliver exceptional service
- Self-motivated and able to manage multiple priorities
- Knowledge of banking, custody, FX, and credit products
- Excellent communication and interpersonal skills
- Well-organised with strong attention to detail
- Effective team player with project management experience
- Confident in using IT systems and tools
- High level of risk awareness and adherence to compliance standards
- Ability to support and develop client relationships alongside Relationship Managers
What You’ll Love:
Our client offers a collaborative and client-focused environment where individuals are encouraged to build meaningful relationships and deliver exceptional service. With a focus on continuous improvement and high standards, the business fosters a culture of accountability, professional development, and cross-functional teamwork.
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