VP, Client Solutions Desk, Wealth Management Operations, CBGO, Group COO

Vice President - Client Solutions Desk

Business Functions

The Client Service Manager in Wealth Management Operations is instrumental in supporting the front office to deliver exceptional, personalized service to high-net-worth and bespoke clients. This role serves as a crucial link between clients, relationship managers, and operational teams to ensure seamless client experiences and effective management of complex client needs.

Responsibilities

Client Relationship Support:

• Serve as the primary point of contact for client service inquiries, ensuring prompt and accurate responses.
• Assist relationship managers in onboarding new clients, including KYC, account setup, and documentation.
• Proactively manage ongoing client requests and resolve service issues with a client-centric approach.

Bespoke Service Delivery

• Coordinate and execute customized solutions for clients with unique requirements, such as tailored reporting, investment mandates, or cross-border transactions.
• Collaborate with internal departments (investment, compliance, operations) to deliver bespoke client services efficiently.

Operational Excellence:

• Oversee the end-to-end client service process, ensuring adherence to regulatory standards and internal policies.
• Monitor and track service delivery metrics, identifying areas for process improvement.
• Ensure all client documentation and records are accurate and up-to-date.

Front Office Support:

• Assist front office teams with client meeting preparation, follow-ups, and execution of agreed actions.

Provide training and guidance to junior team members on client service best practices

Requirement

• Bachelor's degree in finance, business, or a related field.
• 10+ years of experience in client service or operations within wealth management or private banking.
• Practical experience and knowledge of Private Banking products and services, demonstrating a deep understanding of client needs within this specialized area.
• Strong understanding of financial products, investment vehicles, and regulatory frameworks.
• Excellent communication and interpersonal skills, with a client-focused mindset.
• Ability to manage multiple priorities and deliver under pressure.
• High attention to detail and problem-solving abilities.
• Proficiency in CRM and wealth management platforms.

Apply Now

We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.

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