![Arbuthnot Latham](https://media.trabajo.org/img/noimg.jpg)
Private Banking
1 week ago
Key responsibilities
_Client service and Sales support_
- Manage account maintenance procedures including account opening and account closing
- Collation and submission of Credit Applications on behalf of PBE's and PB's
- Monitor the return of Facility letters, and completion of LMF/interest rate/fee forms
- Monitor, prepare and/or carryout annual credit reviews
- Complete shadow postings of a daily basis
- Monitor, prepare and/or complete annual client reviews maintaining client files in the process
_General Administration_
- Preparing client communications
- Preparing account opening forms
- Responsible for keeping client records updated
- Instigating and maintaining client files
_Private Banker's organization_
- Organizing, maintaining and coordinating diaries for the PB's (including future planning of meetings, meeting preparation, planning for issues
- Organize travel schedules
C_ompliance_**- Complete compliance regulatory exams, adhering to both legal and regulatory requirements
Key Interfaces
- Working with the team PBE's
- Maintain excellent relationships with Operations, Treasury and Compliance
Person Specification
_Knowledge/Experience_
- Experience in Client Facing Roles
- Private banking or customer service experience in supporting Private Banking Areas
- A good understanding of HNW segment and market
- Technical knowledge around all areas of Lending
- Knowledge of regulatory requirements covering money laundering and criminal activity
- Strong interest in financial markets
- Knowledge of wealth management in banking products
- Multitasking capability
- Ability to work under pressure with a heavy workload
_Skills_
A good understanding of Banking Systems and be IT literate, and a high understanding of Microsoft office
CRM Salesforce knowledge and understanding
Strong written and verbal communications skills are essential for this role
Excellent time management and organizational skills
_Competencies_
- Performance Focus
- Customer Focus
- Communication & Confidence
- Working Proactively
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