Senior Client Services Executive - Private Banking

Excellent opportunity opens for a motivated Senior Client Services Executive to join a Private Bank & Wealth Manager. You will play a key role in supporting Relationship Managers in delivering a high touch banking experience to Ultra High Net Worth Individuals (UHNWIs).

Main Responsibilities:

• Act as the first point of contact for clients in the absence of the Relationship Manager, ensuring requests and queries are handled promptly and professionally.
• Prepare documentation and briefing packs for client meetings and follow up on post-meeting actions.
• Support Relationship Managers with managing client portfolios, orders, trades, payments, and other transactional needs.
• Monitor maturity lists (deposits, loans, trades), take standard actions autonomously, and escalate when client input is required.
• Handle accoun...