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Wholesale Client Service is responsible for global client onboarding, due diligence, credit analysis and relationship servicing for clients of Global Banking & Markets and CMB, both as a customer group and product provider. It is an essential part of the value proposition, complimenting Relationship Management to provide full-service support through the full client lifecycle. Wholesale Client service takes full account of cost, customer service, control and regulatory requirements to oversee delivery of high quality due-diligence and client service. It aims for process excellence across each function (due-diligence, Client Documentation Negotiation, KYC and Client Data) delivering an integrated global service to client.
Job Responsibility
Own end-to-end coordination of complex Market Products onboarding requests on behalf of RM/Sales, acting as the operational point of contact for clients throughout the onboarding journey
Partner with RM teams to understand strategic client priorities and longer-term needs, contributing operational insight during business case development and client selection
Coordinate effectively with offshore Client Operations support teams to drive timely execution, clear handovers, and consistent service delivery
Gather, validate, and manage client information and documentation, enabling partner teams (Legal, Credit, Regulatory, KYC, Data, etc.) to complete onboarding activities efficiently
Lead standardisation and continuous improvement initiatives across Wholesale Client Services, promoting simplified processes, shared infrastructure, and a stronger controls environment
Manage the quality and completeness of onboarding requests across the client portfolio, acting as an SME for local and cross-border onboarding requirements
Enhance client experience by building strong working relationships across Front Office, Shared Services, IT, Legal, and Compliance to resolve issues and remove blockers quickly
Drive prioritisation and efficiency by enforcing approved intake channels, communicating progress and expectations to stakeholders, and adhering to escalation and abandonment policies
Requirements
Proven track record of delivering excellent customer service, proactively identifying and implementing innovative ways to improve the client experience
Demonstrable experience supporting Market Products onboarding, with a solid understanding of end-to-end onboarding requirements and stakeholders
Proactive, commercially minded approach with the ability to prioritise effectively and manage multiple, conflicting requests
Resilient and calm under pressure, able to maintain quality and pace in a fast-moving environment
Strong communication, influencing, and negotiation skills, with the ability to engage confidently with clients and internal partner teams
Bachelor’s degree (or equivalent professional qualification) in Banking, Finance, Economics, or a related discipline
Highly developed interpersonal skills with a strong ability to build relationships and influence outcomes across teams
Fluent in English and German, with excellent verbal and written communication skills in both languages
What we offer
Additional bonuses for recognition awards
Multisport card
Private medical care
Life insurance
One-time reimbursement of home office set-up (up to 800 PLN)