Concorde Bank Limited (CBL), an established international bank, is seeking a highly skilled and experienced Client Relationship Executive to manage and strengthen relationships with the Bank’s private banking, wealth management, trust, corporate and international clients. This is a senior client-facing role within the Client Relations function and requires strong relationship management skills, sound knowledge of banking operations, client onboarding, KYC requirements and service excellence. The successful candidate will be responsible for managing key client relationships, supporting complex onboarding matters, coordinating client service delivery, and providing guidance to Client Relationship Officers to ensure a consistently high standard of client experience.
Key Responsibilities
- Manage and maintain relationships with assigned private banking, corporate, trust and international banking clients.
- Serve as a senior point of contact for clients, professional intermediaries and internal stakeholders.
- Coordinate the onboarding of new clients, ensuring that documentation, due diligence and internal approvals are completed in a timely manner.
- Review client documentation and assist with the resolution of onboarding deficiencies prior to submission to Compliance.
- Liaise with Compliance, Legal, Banking Operations, Investment and Trust teams to support seamless client service delivery.
- Respond to client enquiries and service requests in a timely, professional and confidential manner.
- Support clients with account maintenance, banking transactions, investment-related requests and general relationship matters.
- Monitor assigned client relationships to identify service issues, business opportunities and relationship risks.
- Assist with periodic KYC reviews and ensure that client records remain accurate, complete and up to date.
- Support the deepening of client relationships by identifying opportunities to introduce additional banking, investment, trust and corporate services.
- Provide guidance, support and mentoring to Client Relationship Officers.
- Assist in the development and improvement of client service standards, onboarding processes and relationship management procedures.
- Maintain accurate client records, call notes and relationship updates within the Bank’s systems.
- Ensure all client relationship activities are conducted in accordance with the Bank’s policies, regulatory obligations and AML/CFT requirements.
- Perform such other duties as may be assigned.
Qualifications & Experience:
- Bachelor’s degree in Banking, Finance, Business Administration, Management or a related discipline.
- Minimum five (5) years’ experience at a senior client-facing level in banking, private banking, wealth management, trust, corporate services or financial services.
- Experience managing high-value or complex client relationships.
- Strong knowledge of client onboarding, KYC, AML/CFT and banking documentation requirements.
- Experience in international banking or private client services will be an asset.
- Spanish language capability will be an asset.
Skills & Competencies:
- Excellent client relationship management and service delivery skills.
- Strong interpersonal, communication and problem-solving abilities.
- High attention to detail and strong organizational skills.
- Ability to manage multiple client matters and deadlines simultaneously.
- Sound understanding of banking operations and client servicing requirements.
- Strong judgment, professionalism and discretion.
- Ability to work collaboratively across departments.
- Leadership capability and ability to lead other team members.
- Proficiency in Microsoft Office Suite.
Remuneration will be commensurate with qualifications and experience.
Applications should be submitted via email to careers@concordebb.com no later than 31 July, 2026. Only suitable applications will be acknowledged.
Date Published: 10 July 2026
To apply for this job please visit concordebb.com.