Senior Investment Administrator (Private Banking)
New Today
Up to £65,000 plus EXCELLENT bonus and benefits
Urgent requirement for a decided Investment Professional to join this leading Private Bank!
Are you an experienced, IAD-qualified professional ready to hit the ground running as a vital Client Services Officer? We are seeking a proactive and client-focused individual passionate about client engagement, eager to create lasting value. In this role, you will provide primary support for a Client Relationship Officer with a busy book and strong pipeline, ensuring seamless client instructions and building robust relationships in a stimulating and dynamic private banking environment. Candidates must be CISI Level 4 (Investment Advice Diploma) qualified.
Key Responsibilities of the Senior Investment Administrator to include:
Streamline Banking & Client Administration: Manage essential client-related administration, including transfers, payments, foreign exchange, monitoring and fixing of bank deposits, and processing of purchases and securities sales.
Proactive Client Engagement: Interact directly with clients to follow up on pending issues and effectively escalate complex matters to Client Relationship Officers (CROs) when necessary.
Internal Collaboration: Manage internal stakeholder relationships with Operations, Compliance, and offshore entities to facilitate annual reviews and o...
- Location:
- London
- Salary:
- £45,000 - £65,000 per annum
- Category:
- Accounting & Finance