Summary

This mid-level relationship partner role supports private banking clients across emerging markets from the London or Edinburgh office. The role manages client servicing, account maintenance, cash management, transactions, periodic reviews, and issue resolution while coordinating with advisors, operations, onboarding, and technology teams.

Responsibilities

• Oversee client servicing and account maintenance activities
• Coordinate documentation with advisors and onboarding teams
• Resolve client and advisor service inquiries
• Execute cash and corporate action transactions
• Monitor client cash balances and account positions
• Facilitate liquidity fund and foreign exchange investments
• Investigate fraud, errors, and losses promptly