RELATIONSHIP MANAGERS’ ASSISTANT (PRIVATE BANKING)
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| Job Type | Permanent |
| Area | West End, UK |
| Sector | BankingFront OfficeRelationship Manager |
| Salary | Up to £43k + benefits |
| Currency | GBP |
| Start Date | |
| Job Ref | VAC-12256 |
| Job Views | 1058 |
- Description
- A fantastic position has arisen within a well-regarded Private Bank in Central London for a Relationship Managers’ Assistant to join a highly successful team and energetic team. The appointed candidate will demonstrate experience in providing full support to Relationship Managers gained within a private banking environment, together with a sound knowledge of investment products credit applications and customer account administration.
Duties to include:
- Organising and preparing for client and business development meetings including client information documentation
- Checking valuation records
- Overseeing customer bank transfers and payments, FX transactions, the monitoring and fixing of bank deposits and the execution and monitoring of securities transactions
- Preparing account opening documentation
- Preparation of credit applications and related documentation
- Account monitoring
- Preparing and undertaking customer reviews
- Arranging securities transactions, FX deals, term deposits and cash collections and deposits
- Liaising with and responding to client queries, working to develop and maintain client relationships
Applicants are welcome from those who are Level 4 RDR qualified or are willing to work towards qualification. Candidates will have a solid understanding of investments and the relevant regulations and due diligence processes. A keen attention to detail, excellent written and verbal communications skills and a desire to deliver a 1st class service internally and externally is essential. A great opportunity for those who wish to further develop their investment administration and client-facing skills within a private client environment!