Portfolio Support Officer

The Access Bank UK; Northwich; On-site; GBP 30,000 - 40,000; Full time

Job summary

A dynamic opportunity as a Portfolio Support Officer at The Access Bank UK Ltd involves working within the Private Banking team to manage client dealings and assist with trading activities. The role promises exposure to international banking operations, offering a chance to develop under the guidance of experienced professionals in a supportive environment focused on talent development.

Benefits

Discretionary performance-related annual bonus

10% salary pension contribution

25 days holiday plus bank holidays

Company funded Employee Assistance Programme

Death-in-service benefit

Participation in share plans after five years

Qualifications

• 1-3 years’ experience in a similar role.
• Bachelor's degree and/or relevant certification are desirable.
• Excellent understanding of financial products and services.

Responsibilities

• Support senior Private Bankers with key client payments and foreign exchange.
• Monitor client portfolio positions relative to model portfolios.
• Assist with execution of client trades and cash balances.

Skills

Financial products knowledge

Client relationship management

Cultural awareness

Education

Bachelor's degree or relevant certification

Job description

Portfolio Support Officer

The Access Bank UK Ltd has a strong presence across Africa, Europe, and key global markets including France, Malta, Hong Kong, and Dubai. Joining Access Bank as a graduate offers unparalleled exposure to international finance, allowing young professionals to work closely with diverse teams and markets across continents. This dynamic environment provides invaluable experience in cross-border banking operations, global trade, and sustainable finance.

You will be part of an Investors In People Platinum award winning organisation. Our people are our core asset and are fundamental to our Bank’s continued development. The Bank has been awarded Platinum status by Investors in People (IIP) in 2023 demonstrating our commitment to high performance through good people management and strong company culture. With focus on a clearly defined set of core values which underpin the vision, we encourage a sense of individual ownership and talent development whilst fostering team spirit and career progression.

About the role:

We are looking for a Portfolio Support Officer to join our Private Banking business unit. The Access Bank UK Ltd is dedicated to providing exceptional banking solutions to our high-net-worth clients. Our commitment to excellence and passion for customers has made us a trusted partner in the financial world.

The Portfolio Support Officer’s role is to work within the Private Banking team in handling all aspects of client dealing in liaison with the Portfolio Management team – to include preparation of trades for client accounts, management of cash balances maintaining client model portfolios, and liaising directly with clients to assist with transactional and banking needs.

The role will report to the Portfolio Trade Execution Officer, and the incumbent of the role will work under their direct supervision in the Northwich office.

Key responsibilities:

• Client Relationship Management – Support and work with senior Private Bankers as point of contact for key clients for payments and foreign exchange.
• Assist in monitoring all client portfolio positions relative to model portfolios. Advising Head of Execution on rebalancing trades required.
• Assist with execution of all client trades – initial investments; strategic; tactical changes. rebalancing, execution only trades.
• Assist in managing client cash balances.
• Production of documentation for Business Development – including loan facility requests, investment reports, new account forms.
• Execute FX deals with clients and the Treasury department.
• Developing a strong understanding of global financial markets, including their dynamics and key terminology.".

Person/Experience required:

• Experience: 1- 3 years’ experience in a similar role.
• Education: Bachelor's degree and/or relevant certification are desirable.
• Skills: Excellent understanding of financial products and services offered to high-net-worth clients and cultural awareness.

Why work with The Access Bank UK Ltd?

Graduates benefit from Access Bank’s commitment to talent development, mentorship, and career growth, empowering them to build impactful careers while contributing to the bank’s vision of driving economic progress worldwide. This makes Access Bank an exceptional place for ambitious graduates to launch their careers in the global financial sector.

We are guided by our Core Values:

• Excellence
• Innovation
• Passion for Customers
• Professionalism
• Empowered Employees
• Leadership

Benefits

As well as a competitive salary, you’ll enjoy a benefits package that you can tailor to your needs.

• Eligible for a discretionary performance-related annual bonus
• We put 10% of salary into your pension, even if you don’t contribute yourself.
• 25 days’ holiday plus bank holidays, which increases to 27 days after 2yrs service, and 29 days after 5 years.
• Company funded Employee Assistance Programme
• Benefits supporting you and your family, such as death-in-service benefit.
• Share in our success by becoming a shareholder in Access Bank by participating in our share plans after five years of service.

As an equal opportunities employer, The Access Bank UK Ltd is committed to the equal treatment of all current and prospective employees and does not condone discrimination on the basis of age, disability, sex, sexual orientation, pregnancy and maternity, race or ethnicity, religion or belief, gender identity, or marriage and civil partnership.

We aspire to have a diverse and inclusive workplace and strongly encourage suitably qualified applicants from a wide range of backgrounds to apply and join The Access Bank UK Ltd.