RM ASSISTANT (PRIVATE BANKING)
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| Job Type | Permanent |
| Area | West End, UK |
| Sector | Banking |
| Salary | 40000 |
| Currency | GBP |
| Start Date | |
| Job Ref | VAC-11606 |
| Job Views | 54 |
- Description
- TO £40K + BENS + BONUS
Highly-regarded Private Bank in Central London requires a Relationship Manager’s Assistant to join a highly successful and busy team. The appointed candidate will demonstrate experience in providing full support to Relationship Managers gained within a private banking environment. You 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 Relationship Managers and respond to their requests and queries.
· Coordinating and preparing for client and business development meetings including travel arrangements for RM's
· 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 relationship management support with a keen attention to detail, excellent written and verbal communications skills with a desire to deliver 1st class service internally and externally.
This vacancy is being advertised by Montpellier Resourcing Limited. The services advertised by Montpellier Resourcing Limited are those of an Employment Agency.