Private Banking: Senior Client Relations Lead

QNB Group; Greater London; Presencial; GBP 60.000 - 90.000; Jornada completa

Descripción de la vacante

QNB Group is seeking a Private Banking support professional to assist Private Bankers in managing relationships with High Net Worth clients. You will handle operational tasks, prepare credit documentation, and coordinate with internal departments to ensure timely service.

Role involves liaison with various units, maintaining client information, and ensuring adherence to AML, CTF, and other risk policies. Prior HNW experience preferred within a financial services environment.

Formación

• University degree in a relevant field or equivalent experience.
• CISI Foundation Courses (or equivalent) including Intro to Securities & Investments and Certification in Finance, Risk & Decision making.

Responsabilidades

• Assist Private Bankers with client-related matters and periodic reviews.
• Prepare and submit credit-related documentation and client reports.
• Act as focal point for Private Bankers and coordinate with operations.
• Ensure compliance with legal, regulatory, and risk control requirements.
• Support day-to-day portfolio management and cross-sell across units.

Conocimientos

HNW relationships

Educación

University degree

CISI Foundation Courses

Descripción del empleo

QNB Group is seeking a Private Banking support professional to assist Private Bankers in managing relationships with High Net Worth clients. You will handle operational tasks, prepare credit documentation, and coordinate with internal departments to ensure timely service.

Role involves liaison with various units, maintaining client information, and ensuring adherence to AML, CTF, and other risk policies. Prior HNW experience preferred within a financial services environment.