RELATIONSHIP MANAGEMENT SUPPORT PRIVATE BANKING (12 MONTH CONTRA
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| Job Type | Contract |
| Area | All of London, UK |
| Sector | Front OfficeCustomer ServicesRelationship Manager |
| Salary | To £38K pro rata + bens |
| Currency | GBP |
| Start Date | |
| Job Ref | VAC-11969 |
| Job Views | 260 |
- Description
- Highly-regarded Private Bank in Central London requires a Private Banking Support Manager for a period of 12 months to cover maternity. Working closely with a successful Relationship Manager, the appointed candidate will demonstrate previous experience in providing support to Relationship Managers gained within a private banking environment and will be responsible for delivering full administration support for banking and account-related matters.
Duties to include:
Acting as a point of contact for clients - particularly in the absence of the Relationship Manager and responding to their requests and queries.
· Coordinating and preparing for client and business development meetings including travel arrangements for the Relationship Manager
· Preparing credit applications
· Preparing account opening documentation
· Preparing investment valuations for clients
· Preparing for and undertaking client reviews
· Executing securities transactions
· Monitoring and fixing of bank deposits
· Actioning customer transfers, payments and FX transactions
· Monthly reporting
· Accurate database and client record maintenance
Applicants are welcome from those who have a solid understanding of the credit process, investments and the relevant private banking regulations / due diligence processes. You will be adept in all aspects of team management with a keen attention to detail, excellent written and verbal communications skills with a desire to deliver 1st class service internally and externally.