Client Service Officer Manager – Private Banking

About the role

The Client Service Officer Manager will support the Private Banking team by handling end‑to‑end administration of client accounts and transaction processing. This role ensures that all documentation is complete, orders are executed efficiently, and regulatory standards are met.

Key responsibilities

• Verify that account opening forms and related documents are complete and follow up with clients as needed.
• Manage the prompt execution of equity, FX, bond and other investment product orders.
• Liaise proactively with internal departments to ensure timely completion of tasks.
• Provide Relationship Managers and Product Specialists with accurate information to facilitate client transactions and relationship management.
• Ensure compliance with legal and regulatory guidelines, working closely with the back‑office to minimise operational errors.
• Collaborate with the manager to maintain adherence to bank and regulatory requirements.

Required profile

• Digitally inclined and customer‑centric mindset.
• Strong attention to detail and ability to follow up across multiple teams.
• Comfortable working in a technology‑focused environment.

Required skills