RELATIONSHIP MANAGEMENT ASSISTANT - PRIVATE BANKING
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| Job Type | Permanent |
| Area | All of London, UK |
| Sector | BankingFXRelationship Manager |
| Salary | £Competitive |
| Currency | GBP |
| Start Date | |
| Job Ref | VAC-11971 |
| Job Views | 406 |
- Description
- Highly-regarded Private Bank in Central London requires a Relationship Management Assistant. Working in a large, 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.
Duties to include:
- Acting as a point of contact for clients - particularly in the absence of the Relationship Managers 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.