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Back to ResultsA highly reputable and growing local private bank are looking to add a Client Services Executive to support the Private Banking team in delivering exceptional client service.
Responsibilities will include handling day-to-day client instructions such as payments, security trades, foreign exchanges, and corporate actions, as well as resolving client queries and facilitating online banking activation's. You will also work with Relationship Managers to identify and convert opportunities to cross-sell and up-sell the bank’s products and services.
In addition, you will assist with large projects, ensure timely client risk reviews, and contribute to the bank’s financial targets. Adherence to relevant regulations and bank policies will be key to your role.
The ideal candidate will have strong communication skills, proficiency in IT, and a keen interest in banking. While prior banking experience is preferred, it’s not essential. A proactive approach to suggesting improvements and a willingness to embrace change will make you successful in this role.
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