Coutts, who have an office in Conqueror House on Vision Park, are looking for these roles.
Wealth Onboarding Specialist to be responsible for full end-to-end management of new and existing client onboarding and additional parties to provide a seamless client experience. Your responsibilities will include compiling and submitting accurate onboarding files to QA, measured through First Time Yield to improve client experiences and reduce onboarding time. Closes: 16/12/2022
Financial Planning Specialist to provide specialist, regulated banking advice to our private banking clients and advise clients on key financial planning areas covering investment, retirement planning, estate planning, and protection. You’ll undertake line management responsibilities for other members of our Financial Planning specialist team, providing motivation and encouraging professional development. Closes: 05/01/2023
Private Banking Assistant CC2 to support their private bankers, helping them to provide a seamless client experience and act as the second point of contact for clients, making sure that their needs are delivered in an efficient and timely manner. Closes:21/12/2022