ASSISTANT PRIVATE BANKER (CF30)
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| Job Type | Permanent |
| Area | West End, UK |
| Sector | BankingFront OfficeOtherRelationship Manager |
| Salary | TO £48K + BENS + BONUS |
| Currency | GBP |
| Start Date | |
| Job Ref | VAC-11701 |
| Job Views | 85 |
- Description
- Well-regarded Private Bank in Central London requires an Assistant Private Banker to join a highly successful team. The appointed candidate will be CF30 compliant and will demonstrate experience in providing full support to Private Bankers and their clients. Duties to include:
· Responding client correspondence, queries and requests, maintaining a comprehensive audit trail of all interaction with clients
· Overseeing customer bank transfers and payments, FX transactions, the monitoring and fixing of bank deposits and the execution and monitoring of securities transactions
· Preparing client information packs, account opening documentation etc.
· Preparing for customer and business development meetings
· Preparing credit applications
· Preparing and undertaking customer reviews (investment reviews and credit reviews)
· Arranging securities transactions, FX deals, term deposits and cash collections and deposits in compliance with the Bank's relevant guidelines and procedures
Applicants are welcome from those who have a solid understanding of the credit and lending process, investments and the relevant regulations and due diligence processes. A keen attention to detail, excellent written and verbal communications skills and desire to deliver 1st class service internally and externally is essential. Candidates must demonstrate recent, relevant experience gained within Private Banking environment. CF30 (investment) qualification is ESSENTIAL, whilst IAD or PCIAM would be highly desirable.