Private Banking Executive

Job description

Job Description Purpose: Support and assist Relationship Managers in acquiring, onboarding, servicing and retaining clients to deliver overall business goals, managing complex client situations. Where required liaise directly with clients regarding complex client requests in respect of various banking and servicing requirements such as onboarding, banking transactions, Investments, credit & digital solutions. Work closely with Operations and other support functions to deliver positive outcomes for clients. Accountabilities: Establish strong client and internal relationships alongside relationship managers to ensure high quality service is provided at all times Responsible for all aspects of clients servicing and service engagement plans. To include leading client service review visits to support and improve client experience Develop relationships with other areas of the bank; in doing so, they will have joint responsibility with internal colleagues for the end-to-end client experience, ensuring high levels of client satisfaction. Point of contact for all new account queries, complex servicing requests and a liaison between relationship teams and support/specialist teams Ensure lega...