PRIVATE BANKING SUPPORT MANAGER - QUALIFIED X3
This job does not exist anymore.
Try running a new search or browse our vacancies.
Or fill in the form below to receive job alerts.
| Job Type | Permanent |
| Area | West End, UK |
| Sector | BankingRelationship Manager |
| Salary | £30k - £50k DOE + bens + bonus |
| Currency | GBP |
| Start Date | |
| Job Ref | VAC-12288 |
| Job Views | 368 |
- Description
- Highly-regarded Private Bank in Central London requires THREE Relationship Management Assistants to join them across various teams. Working in a successful and busy team the appointed candidates 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 Private Bankers with all client queries, requests and related administration as well as helping to promote and recommend services and assist with arranging regulated mortgages. As such applicants should hold Fit & Proper competent status as well as CeMAP, 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 maintenanceApplicants 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 membershipYou 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.