Client Support Officer

Are you a recent graduate looking for an exciting opporunity to work with an established private bank? This role is office based in Central London.

About The Company:
Our client is a global private banking group offering private banking and asset management services and is headquartered in Zurich. Our client has an international network spanning Europe, Asia Pacific, Middle East and Latin America, and manages assets for private clients all over the world. The bank’s services comprise asset management and investment counselling, investment funds, securities brokerage, estate planning and a full array of banking services. They offer a stimulating and dynamic work environment.

Summary Overview of the Role
The Client Support Officer (CSO) will assist the Client relationship Officers(CROs) with banking and client-related administration such as: transfers and payments, foreign exchange, monitoring and fixing of bank deposits and processing of purchases and securities sales.
Interact with clients and internal stakeholders such as Operations, Compliance and offshore entities as required.
Where authorised by the Fitness & Propriety Certificate, promote, recommend and arrange banking and investment products and services.

Roles & Responsibilities
Proposition & Productivity

• Support CROs in acquiring new and developing existing client relationships, e.g:
  
  • Cross-selling the products and services as appropriate.
  • Participating in general marketing campaigns and events.
  • Cultivating partnerships and referrals.
• Keep up to date with industry, socio-economic and regulatory developments in client markets.
• Contribute ideas and views to strengthen ongoing business and operational success.
• Treat customers fairly, actin their best interest and offer a transparent, efficient, and professional service within Fitness & Propriety Certificate permission remits.

Process & Platform

• Where certified, liaise with CROs to assess clients’ financial objectives, attitude to risk, personal circumstances, and any existing portfolios to identify and advise on suitable bespoke strategies.
• Handle incoming telephone calls, correspondence, individual diaries, filing and expenses.
• Assist CROs/ CSOs in preparing for and attending client meetings and ensuring written records.
• Assist with travel arrangements and preparation of papers for CRO/CSO business trips.
• Maintain marketing information and support targeted activities as required.
• Generate and distribute Banking Reports using the internal system.
• Obtain ad-hoc valuations of client portfolios and prepare a consolidated position as required.
• Arrange inbound /outbound references, cash collections and cheque books on clients’ behalf.
• Liaise with internal stakeholders to deliver the following for clients in scope:
  
  • Account opening: accurate and complete due diligence and client information packs.
  • Client instructions: execution per internal procedures including: identification, call back payments, deposits, loans, FX deals, transfers and securities transactions.
  • Credit applications: preparation and prompt supply of documentation.
  • Client review: assist a timely and robust completion, e.g. PEP, credit and investments.
  • Account monitoring: execution per internal procedures and any follow-on escalations or liaison with clients as appropriate.
  • Record keeping: maintain up to date, clear and comprehensive client, business and transaction records. Ensure data in tracking systems are continually maintained.
• Adhere to policies regarding Conduct Rules and regulatory obligations for each booking location.
• Comply with 1st line of defence obligations:
  
  • Follow the Risk Management Framework and associated training, policies and processes.
  • Understand, manage and continuously refine the risks and controls for your role.
  • Be alert to new risks, breaches or issues and report them in line with formal processes.

People

• Follow the Bank's Values in all activities and support colleagues to also do so.
• Maintain Certification fitness and promptly declare any relevant changes to your circumstances.
• Stay aware of internal strategy and actively drive personal career and development plans to suit
• Support a 'one team’ approach by respecting dependencies across departments and locations.

About You:

• University degree in Business Administration, Finance, Law, Economics or related field
• Good understanding of financial instruments (funds, tracker, structured products, derivatives such as options on securities and FX)
• Good Windows office skills (excel, outlook, etc.)
• Able to cope with pressure and handle a heavy workload;
• Flexible and able to multitask
• Accurate and detail oriented
• Have an interest in a career in Financial Service and Compliance

Their five Values describe their 'corporate personality and shape the personal attributes and achievements they look for:

Accountable: we take ownership for tasks and challenges and seek continuous improvement

• Reliable, thorough, and consistently high-quality work.
• Self-disciplined delivery and successful navigation of ambiguity.

Hands-on: we are proactive to rapidly deliver high-quality results

• Anticipation of outcomes and taking initiative.
• Understanding of commercial drivers of business and portfolio growth and financial markets, competitor, and industry trends.
• Clear, engaging, and credible verbal and written communication style.

Passionate: we are committed and strive for excellence

• Service innovation driving excellence or efficiency.
• Curiosity and embracing of change.

Solution-driven: we focus on client outcomes and treat clients fairly with a risk-aware mind-set

• Delivery of best-in-class, personal and bespoke client service.
• Expertise in banking, investments, treasury, credit, property-based lending and/or offshore tax and trust structures.
• Application of regulation and risk management In day-to-day decisions and practice.