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Coutts Crown Dependencies Private Banking Assistant

1 month ago

St HelierJersey, United Kingdom NatWest Group Full time

Join us as a Coutts Crown Dependencies Private Banking Assistant

  • Working with a supportive and collaborative team, you’ll be helping with everyday banking activities and processes
  • You’ll also be investigating queries, supporting business processes and procedures, and understanding the needs of our clients and the business
  • With your dedication to excellent client service, this could be the ideal role for you

What you'll do

Joining a specialist Everyday Banking team, you’ll be working together to deliver the most successful outcomes for the business and our clients. You’ll respond to client queries and process, authorise and investigate transactions, while accurately collecting all the information needed to do this on time and to a high standard.

As you develop in your role, you’ll be regarded as a centre of excellence, proactively providing coaching and training to wealth manager assistants, team assistants, private bankers and other colleagues across the department.

As well as this, you’ll be:

  • Participating in initiatives that help improve our service, processes and procedures
  • Completing advice documentation to ensure our clients’ wealth management requirements are met including client profiles, analysis documents, and the wealth balance sheet
  • Assisting the Wealth Manager with managing the growth, profitability and business mix of their portfolio
  • Building and maintaining strong client relationships to drive high client retention and satisfaction
  • Keeping up to date with financial markets and macroeconomic news and the business’ views of markets and asset classes, to effectively communicate to your colleagues and clients

The skills you'll need

We’re looking for someone with excellent interpersonal and client relationship skills, along with technical knowledge of investment and financial planning products. You’ll bring a flexible and driven approach to your work, with a willingness to be part or a high performing team providing a continuous exceptional service.

You’ll also bring:

  • Appropriate technical knowledge of investment and financial planning products
  • Expertise in detailed client profiling, risk analysis and asset allocation
  • Strong analytical and lateral thinking skills
  • Demonstrated commercial acumen and the ability to articulate current views on the macroeconomic environments and financial markets
  • Excellent Excel and client database management skills