Private Banking Assistant

2 weeks ago

London, Greater London, United Kingdom Rebecca Poulter Recruitment Limited Full time
You will assist with the administration of the private banking team. This includes all banking related matters.

This includes the organisation and implementation of bank transfers and payments, foreign exchange administration, the monitoring and fixing of bank deposits, and the processing of purchases and sales of securities.


Responsible for client interaction and liaison with offshore subsidiaries.

Inputting of payments, deposits, loans, FX deals and transfers on the in house system, inputting of securities transactions into Mercury system

Opening of new accounts, ensure the client file is complete and all forms and due diligence are properly completed and prepare the client approval form

Retrieval and distribution of Banking Reports from GED (internal system)

Assisting with the preparation of Credit Applications and liaising with the Credit department on an ongoing basis

Obtain ad-hoc valuations of clients' investment portfolios and, if required, prepare a consolidated position of their business with the Bank

Assist in the travel arrangements and preparation of the Managers business trips and ensure all documentation and forms required during the trip are packed

Dealing with clients' correspondence and ensure execution of client payment instructions

Liaise with offshore department for payments and transfers of capital and settlement of annual fees/expenses for clients.

Updating Jupiter marketing system on a regular basis

Preparation of cash for collection and receipt, order new and replacement cheque books, monitor activity on accounts on a daily basis.


Preparation for meetings with clients, preparation of expenses, answer calls and take messages, various duties and projects.

To apply you must have relevant experience working in a Relationship Managers Assistant or Banking Assistant or something similar where you have solid client services experience, payments, account opening and some knowledge of Credit.

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