Tag: Coutts

Coutts, who have an office in Conqueror House on Vision Park, are looking for this role.

Credit Fulfilment Assistant to assist private bankers regarding credit stewardship. You’ll be their point of contact for general credit portfolio matters and supporting them to deliver a seamless service to their clients. Making sure that all risks have been identified and effective controls are in place to monitor, manage and mitigate these risks. Providing research, data analysis, solutions and reports in relation to credit situations. Closes 04/04/2023

Coutts, who have an office in Conqueror House on Vision Park, are looking for this role.

Wealth Onboarding Specialist to engage with internal and external clients to improve their experiences and to make sure all stakeholders are updated on progression statuses. As the direct point of contact for our clients, you’ll make sure that all client requirements are delivered on behalf of the advisers. We’ll expect you to prepare and attend client meetings to help with onboarding files and to enhance our clients’ experience. Not only will you maintain anti-money laundering (AML) knowledge and changes to policy requirements, but you’ll manage risk escalations found by working with the first line of defence teams. Closes 21/03/2023

Coutts, who have an office in Conqueror House on Vision Park, are looking for this role.

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: 27/02/2023

Coutts, who have an office in Conqueror House on Vision Park, are looking for this role.

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: 27/01/2023

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

Coutts, who have an office in Conqueror House on Vision Park, are looking for this role.

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: 29/11/2022

Coutts, who have an office in Conqueror House on Vision Park, are looking for this role.

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:20/11/2022