PRIVATE BANKING SUPPORT OFFICER – QUALIFIED (MATERNITY CONTRACT)
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| Job Type | Contract |
| Area | All of London, UK |
| Sector | Banking |
| Salary | Up to £45k, pro rata |
| Currency | GBP |
| Start Date | |
| Job Ref | VAC-12232 |
| Job Views | 219 |
- Description
- Highly-regarded Private Bank in Central London requires a Relationship Management Assistant to join them for a contractual period of 12 months to cover maternity. Working in a successful and busy team the successful candidate will demonstrate previous experience in providing support to Private Banking Relationship Managers and will be responsible for delivering full generalist support for banking and account-related matters.
You will be responsible for supporting 2 Private Bankers with all client queries, requests and related administration as well as helping to promote and recommend services. As such applicants should hold Fit & Proper competent status as well as IAD, or equivalent.
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 the following
· A solid understanding of the credit process, investments and the relevant private banking regulations / due diligence processes.
· Fit & Proper competent status in most recent certified role
· IAD (or equivalent)
· CeMAP (preferred)
· CISI membership
You will be adept in all aspects of supporting a Private Banker with a keen attention to detail, excellent written and verbal communications skills and a desire to deliver 1st class service internally and externally.