Private Banking
3 weeks ago
Our client is an international bank, with offices based in the City. They specialise in both private and retail banking.
General Administrative support on client onboarding and retention, Account opening, Client screening and KYC Documentation checks
Maintain accurate records for Wealth management trades via the Custodian . Update AuM database promptly following every trade, using issued contract notes which should be saved in Client Folders on View IT.
Update all WM reports such as Portfolio Valuation, Rebates reconciliation, Performance tracker, Fund factsheets etc.
Provide first level Credit underwriting for assigned portfolio of Mortgage /Wealth Management Clients
Maintain compliant and accurate client files on ViewIt or physical as required by the Bank’s policy and relevant external bodies.
Prepare and distribute monthly reports and MI to other departments including Covenant Monitoring Report and Compliance Certificate
Provide appropriate level of support and collaboration between other internal Business units e.g. Operations, Credit/Risk, Compliance etc.
Ensure line manager and team members are fully aware of weekly business activities and progress of assigned projects/tasks
Customer service/Client onboarding and maintenance experience
Sound working experience of at least 5 years’ experience in Banking/Financial Services.
Strong knowledge of Microsoft office skills for the production of meaningful reports and MI
Proficient skills in Microsoft Excel, Word & PowerPoint
Proficient in use of Banking software
Strong attention to detail, quality and accuracy
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Manager / Senior Manager - Banking
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Manager / Senior Manager - Banking
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London, United Kingdom Weatherbys Banking Group Full time €55,000PRIVATE CLIENT MANAGER LONDON (HYBRID) Can you drive performance and develop potential in others? Do you want to use those skills in a Financial Services setting? Weatherbys Private Bank are looking for an effective and inspiring people manager. Based in our stunning offices in Mayfair, you will enjoy hybrid working with up to 2 days per week based...
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Private Banking
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