•       Assist Relationship Managers with advisory and sales activities to develop the franchise (e.g. client book development, investment proposals, sales initiatives).

•       Define and build tailored client and prospect presentations/pitch documents by liaising with the respective Relationship

• Assist in the production and development of business plans for the relevant team. 

• Support Relationship Managers to complete regular reviews and administration, for example; regular Portfolio reviews, 

• Support Investment Consultants within the Advisory & Sales unit on account review presentations and performance analysis and general analytical support within defined coverage team.

• Analytical interpretation of asset allocation to ensure compliance with clients’ investment profile.

• Responsible for order execution, processing, settlement and documenting of trades on RM managed Advisory client accounts. Research and initiate corrections to transactions and/or account errors.

• Independently resolve complex client enquiries regarding securities quotes, account balances, activity and documentation, statement information, and general product and/or service information.

• Serve clients and respond to their requests independently, ensure timely management and resolution of issues under supervision of responsible Relationship Managers.

• Provide telephone coverage for RMs on dedicated desk.

• Ensure personal compliance with policies and procedures relating to all activity.

• Assist the Relationship Managers with regular KYC reviews with regards to party screening and developing a comprehensive source of wealth story. 

Support a dedicated team of Relationship Managers in running existing and developing new client relationships. Develop effective working relationships with the Advisory & Sales unit to deliver appropriate client led solutions that are in compliance with regulatory requirements. Collaboration with the Front Office Support team (FOS) to ensure appropriate and timely coverage of client and RM needs, for example; execution of activities such as account opening/closures, asset transfers and payments which will be actioned through the FOS team. Build relationships across the CS Group in order to capitalize on the group's alignments with regard to advice and research.

• You will be Minimum Level 4 IAD qualification is critical, will be expected to achieve Level 6 certification within 12-18 months.

• You must be fluent in Mandarin as the majority of the clients that you will be dealing with will be Chinese.

• You must have experience of dealing with high net worth individuals

• Ideally you will have started your CFA qualificaotion

• You should demonstrate interest in financial markets and daily market movements.

• You can build and maintain familiarity with the key elements of the advisory value proposition for clients.

• You should have the ability to establish effect of market movements on client portfolio.

• Able to interpret client needs and contribute towards growth of assets.

• Solid focus on compliance, deep understanding of AML and demonstrated risk awareness.

• In-depth understanding of CSAP, investment processes and able to make recommendations to RM based on this.

• Ability to anticipate risk and to react / call out appropriately.

• Effective communication skills and positive personal impact.

• Ability to conduct comprehensive financial analysis when required.

• Be able to collaborate effectively and enthusiastically across the platform and work well as part of a broader team. 

• Solid client focus but also has the ability to say no to clients when required.

• Advanced level of Excel and PowerPoint knowledge.

• High level of understanding of the policies and procedures relating to clients and prospects within the Private Bank in London.

• Detailed understanding of the UK Regulatory environment and adherence to relevant Policies and Procedures.