We are seeking a highly organised and service-oriented Private Banking Account Manager to join our Private Banking team. In this role, you will provide dedicated support to a team of Relationship Managers (RMs) and their clients, acting as the primary day-to-day contact for a portfolio of high-net-worth individuals. You will play a pivotal role in delivering a seamless client experience and ensuring operational excellence across all aspects of account management.

Responsibilities:

• Act as the first point of contact for clients, responding promptly and professionally to day-to-day banking queries.
• Manage account opening, maintenance, and documentation requirements in line with regulatory standards and internal procedures.
• Ensure the efficient day-to-day running of client accounts, including processing payments, monitoring overdrafts and loan facilities, managing online banking access, and ensuring KYC records are accurate and up to date.
• Prepare for and coordinate client meetings, including creating meeting materials and tracking follow-up actions.
• Maintain accurate and secure client records in internal systems, upholding the highest standards of data integrity and confidentiality.
• Identify opportunities to promote and cross-sell banking products and services to enhance the overall client experience.
• Support Relationship Managers in the effective management of their client portfolios, ensuring compliance with Bank policies and operational efficiency.
• Monitor and report on Management Information (MI) to ensure transparency of pipelines and performance metrics.
• Resolve operational queries and escalate issues as appropriate, liaising with internal departments and external providers as necessary.
• Collaborate effectively with RMs and wider team members to ensure a seamless, client-focused service.
• Contribute to a positive and supportive team environment.
• Keep informed of relevant market news and developments to better understand client needs and preferences.