RELATIONSHIP MANAGERS' ASSISTANT - PRIVATE BANKING X5
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| Job Type | Permanent |
| Area | City, UK |
| Sector | BankingRelationship Manager |
| Salary | £Competitive |
| Currency | GBP |
| Start Date | |
| Job Ref | VAC-12129 |
| Job Views | 513 |
- Description
- City-based Private Bank is seeking to strengthen its Relationship Management division with five additional Relationship Managers' Assistants. Supporting a team of Relationship Managers, the successful candidates will ideally come from a Private Banking environment and enjoy acting as a point of contact for clients and delivering exceptional service by responding to and actioning their requests.
Duties to include:
Assisting with preparing and completing client information packs and forms
Preparing credit applications
Preparing account opening documentation
Preparing for client reviews
Booking and coordinating client meetings
Acting as a point of contact in the absence of Relationship Managers
Responding to client correspondence and telephone calls
Accurate database and client record maintenance
Execute client payment instructions, FX deals, term deposits and cash collections and deposits
Monthly reporting
Ideally educated to degree level or equivalent, applicants must have exceptional written and verbal communication skills with a very strong customer focus with recent relevant experience in supporting Relationship Managers - preferably gained within a Private Banking environment. Experience in preparing lending documentation is essential.
This vacancy is being advertised by Montpellier Resourcing Limited. The services advertised by Montpellier Resourcing Limited are those of an Employment Agency.