PRIVATE BANKING SUPPORT MANAGER (12 MONTH CONTRACT)
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| Job Type | Contract |
| Area | West End, UK |
| Sector | BankingOperationsCustomer ServicesRelationship Manager |
| Currency | GBP |
| Start Date | |
| Job Ref | VAC-11489 |
| Job Views | 439 |
- Description
- Highly-regarded Private Bank in Central London requires a Private Banking Support Manager to join a highly successful team for a period of 12 months to cover maternity. The appointed candidate will demonstrate experience in providing full support to Relationship Managers gained within a private banking environment together with sound team management skills. With a team of six Private Banking Assistants reporting directly into you, you and your team will be responsible for delivering full administration support for banking and account-related matters. You will also be required to manage the workflow of the team.
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
· Supervising and training staff
· Monitoring workflows, checking work and acting as a point of contact for queries
· 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.