Tejiri Oteri
London,UK
Summary
Client‑focused banking professional experienced in HNW/UHNW servicing, KYC/AML onboarding, and suitability reviews across wealth and commercial banking. Skilled in credit and lending documentation using CARM, CWT and Loan IQ, with strong capability in FX, SWIFT payments, investment transfers and multi-asset trade execution. Adept at producing MI and governance reporting while managing CRM workflows and supporting bankers with precise operational and relationship management. Technically proficient across Bloomberg, Eikon, DataStream, Jira and Confluence.
Overview
1
1
Certification
4
4
years of post-secondary education
8
8
years of professional experience
Work history
Client Account Manager
UBS
London
10.2025 - Current
- Led primary servicing for HNW/UHNW clients, addressing complex daily banking needs across FX, equities, fixed-income trades, payments, asset transfers, and lending support to enhance client satisfaction.
- Supported Wealth Advisors with credit applications, lending structuring, covenant monitoring, investment proposals, and preparation of client review packs.
- Led client lifecycle management, executing onboarding, KYC/KYB, source-of-wealth verification, periodic reviews, and documentation remediation to ensure compliance with UBS global standards.
- Coordinated multi-asset trade execution and settlement workflows, resolving escalations with fraud, compliance, and risk teams while producing MI, suitability, and governance reports for internal committees.
Private Banking Officer - Wealth Management
FIRSTBANK
London
10.2024 - 10.2025
- Primary contact for HNW/UHNW clients, managing daily banking needs across deposits, FX, stock orders, asset transfers, payments, and loans.
- 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 to uphold operational efficiency.
- Assisted RMs with onboarding, credit applications, KYC/KYB reviews, and portfolio management, enhancing client service continuity.
- Prepared MI, compliance, and covenant reports, supporting first-level mortgage underwriting for informed decision-making.
- Collaborated across teams to resolve client issues and joined meetings to support seamless execution.
Universal Banker - Client Services
CITIBANK
London
09.2022 - 04.2024
- Managed client transactions and account updates, executed investment transfers, and streamlined payment workflows across funds, stocks, and bonds to enhance client service.
- Delivered tailored banking solutions to HNW/UHNW clients, supporting wealth optimization and portfolio growth.
- Assisted Wealth Managers with referrals, client segmentation, and investment operations, contributing to improved client relationships.
- Performed suitability assessments, KYC/AML reviews, and led onboarding/offboarding processes.
- Collaborated with compliance, fraud, and risk teams to resolve client issues efficiently, ensuring secure and compliant operations.
Relationship Support Officer - Commercial Banking
HSBC
London
02.2022 - 09.2022
- Managed credit setups, securities processing, and lending documentation to support accurate and timely execution.
- Collaborated with Relationship Managers to streamline onboarding, credit applications, and KYC processes using CARM and CWT systems.
- Resolved client queries and escalations, maintaining service continuity and enhancing client satisfaction.
- Monitored deal flow, tracked lending progress, and prepared internal reports to support strategic decision-making.
- Coordinated with global teams on cross-border referrals, facilitating timely renewals of overdrafts and credit lines.
Universal Banker Expert
HSBC
London
02.2019 - 02.2022
- Delivered full-service banking solutions to HNW clients, covering savings, investments, loans, and international account openings.
- Supported financial planning through provision of budgeting tools and customised product recommendations, facilitating client decision-making.
- Generated qualified leads for Wealth Managers, enhancing collaboration with firms like PwC and Deloitte.
- Collaborated on fraud investigations, ensuring adherence to AML standards and account protocols to mitigate risk.
Merchant Ledger Analyst
LIDL
London
05.2018 - 10.2018
- Reconciled and processed supplier accounts by resolving discrepancies, analysing financial data, and coordinating with departments to ensure timely payments.
- Performed regular audits of physical inventory, maintained accuracy in records.
- Boosted sales with creative product displays.
- Assisted customers in purchase decisions, enhanced shopping experience.
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
- Client relationship management
- CRM and platform management
- Compliance and onboarding
- Credit and lending support
- Transactional banking operations
- Wealth management execution
- Financial reporting and governance
Certification
- Investment Management Certificate Lev.4 (In Progress)
- MiFID II Certified, 2023
- Bloomberg Market Concepts (BMC), 2018
Timeline
Client Account Manager
UBS
10.2025 - Current
Private Banking Officer - Wealth Management
FIRSTBANK
10.2024 - 10.2025
Universal Banker - Client Services
CITIBANK
09.2022 - 04.2024
Relationship Support Officer - Commercial Banking
HSBC
02.2022 - 09.2022
Universal Banker Expert
HSBC
02.2019 - 02.2022
Merchant Ledger Analyst
LIDL
05.2018 - 10.2018
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