Account Manager – Financial Intermediaries


Job Description

We have a great new opportunity for an Account Manager – Financial Intermediaries to join an international award-winning private bank.


Responsibilities will include:
• undertaking the day-to-day service for existing clients.
• receiving instructions from clients and carrying these out, ensuring that all necessary actions are taken in a timely manner.
• identifying opportunities to cross and up sell the bank’s products and services and recording any leads.
• communicating with clients daily and attending meetings or client events, as required.
• coordinating across departments to deliver a highly effective client service.
• active contribution towards the bank’s financial targets and the revenue of your clients.
• providing assistance to other team members during busy times.
• assisting with and coordinating projects and large-scale system tasks that may arise.
• assisting with client periodic risk reviews, as and when required.
• ensuring that all relevant and current rules, regulations and policies are adhered to in respect of your clients



More information about this role is available upon request – contact the team today for further details.

Upload your CV/resume or any other relevant file. Max. file size: 50 MB.

Supporting You at Every Step

We’ve built our reputation on one basis – a people-first approach that focuses on culture and ability.

For candidates that need additional support, we’re able to prepare you for the entire application process. Whether you need help with your job search or preparing for an interview, we make sure that you’re always prepared for the next step in your application.

We have a range of resources available, all available for you to read for free.