Tejiri Oteri
London,UK
Summary
Client-focused financial services professional with 5+ years of experience supporting HNW and UHNW clients across private, commercial, and wealth banking. MSc in Finance and Investment. Proven track record in managing daily client transactions, KYC/AML compliance, and supporting client advisors in delivering tailored banking and investment solutions. Skilled in coordinating internal stakeholders to resolve issues, streamline operations, and enhance client satisfaction.
Overview
7
7
years of professional experience
4
4
years of post-secondary education
1
1
Certification
Work History
Private Banking Officer - Wealth Management
Firstbank UK
London
10.2024 - 04.2025
- Primary contact for HNW/UHNW clients, managing daily banking needs across deposits, FX, stock orders, asset transfers, payments, and loans.
- Supported RMs with onboarding, credit applications, KYC/KYB reviews, and ongoing portfolio management.
- Executed and recorded wealth trades via custodian platforms, ensuring accuracy and compliance.
- Managed deposit maturities and rollovers, processed SWIFT payments, and ensured timely vendor settlements.
- Prepared MI, compliance, and covenant reports; contributed to first-level mortgage underwriting.
- Collaborated across teams to resolve client issues and joined meetings to support seamless execution.
Universal Banker - Client Services
CITI BANK
London
09.2022 - 04.2024
- Delivered tailored banking solutions to HNW/UHNW clients, supporting wealth optimization and portfolio growth.
- Handled client transactions and account updates, executing investment transfers and streamlining payment workflows across funds, stocks, and bonds.
- Performed suitability assessments, KYC/AML reviews, and led onboarding/offboarding processes.
- Supported Wealth Managers with referrals, client segmentation, and investment operations.
- Resolved client issues efficiently through collaboration with compliance, fraud, and risk teams to ensure secure, compliant operations.
Relationship Support Officer - Commercial Banking
HSBC BANK
London
02.2022 - 09.2022
- Partnered with Relationship Managers on onboarding, credit applications, and KYC using CARM and CWT systems.
- Managed credit setups, securities processing, and lending documentation to support accurate and timely execution.
- Handled client queries and escalations, ensuring smooth resolution and continuity of service.
- Monitored deal flow, tracked lending progress, and prepared internal reports to support strategic decision-making.
- Coordinated with global teams on cross-border referrals and supported renewals of overdrafts and credit lines.
Universal Banker Expert
HSBC UK
02.2019 - 02.2022
- Delivered full-service banking solutions to HNW clients, covering savings, investments, loans, and international account openings.
- Generated qualified leads for Wealth Managers and strengthened partnerships with firms such as PwC and Deloitte.
- Supported financial planning by assisting clients with budgeting tools and tailored product recommendations.
- Collaborated on complex fraud investigations and ensured compliance with AML standards and account protocols.
Merchant Ledger Analyst
Lidl
London
05.2018 - 10.2025
- Reconciled supplier accounts by verifying invoices and resolving discrepancies in inventory records.
- Managed vendor payments, ensuring timely processing and contract compliance.
- Analyzed inventory purchase data and generated financial reports for senior management.
- Coordinated with internal departments to address payment queries and maintain accurate financial records.
Education
Master of Science - Finance and Investment Management
Middlesex University
London 09.2017 - 09.2018
Bachelor of Business Administration - Business and Human Resource Management
University of Greenwich
London 09.2007 - 05.2010
Skills
- WPB best practices and regulations
- Financial Data Analysis
- Problem-Solving
- Accounts Management
- Databases (Eikon, DataStream, Bloomberg)
- Credit & Lending systems (Loan IQ, CARM & CWT)
- Project Management Tools (Jira, Confluence)
Certification
- Investment Management Certificate Lev.4 (In Progress)
- MiFID II Certified, 2023
- Bloomberg Market Concepts (BMC), 2018
Languages
French
Beginner
Timeline
Private Banking Officer - Wealth Management
Firstbank UK
10.2024 - 04.2025
Universal Banker - Client Services
CITI BANK
09.2022 - 04.2024
Relationship Support Officer - Commercial Banking
HSBC BANK
02.2022 - 09.2022
Universal Banker Expert
HSBC UK
02.2019 - 02.2022
Merchant Ledger Analyst
Lidl
05.2018 - 10.2025
Master of Science - Finance and Investment Management
Middlesex University
09.2017 - 09.2018
Bachelor of Business Administration - Business and Human Resource Management
University of Greenwich
09.2007 - 05.2010
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