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Private Banking Assistant

1 month ago

London, United Kingdom IPOE Consulting Full time

International Bank based in London, are looking to recruit 2 Private Banking Assistants. Both positions are brand new headcounts, so fantastic opportunity to make the position your own.


Main responsibilities will include;


  • Assist the team in daily support duties to provide a high level of customer service to Private Banking clients
  • Assisting RMs in the preparation of marketing literature and co-ordination of the RMs business trips
  • Liaise with the Operations department on client transfers and other instructions
  • Monitor all activity on all client accounts, ordering cheque books, cards, etc.
  • Monitoring Fixed Deport maturity dates and renewing the same as per client’s instruction
  • Assist with various special projects as instructed
  • Physical filing where required in addition to DocSafe filing and general administration support to Private Banking
  • In addition to the duties listed, the employee may, from time to time, be required to perform other duties assigned by the Manager
  • Handling client calls and meeting clients in the absence of a Relationship Manager
  • Opening new accounts, making sure all the relevant paperwork is complete
  • Assist the RMs with maintaining updated KYC information and AML monitoring
  • To accurately maintain and update client data


To be considered for this position, ideal candidates must have the following experience and skills;


  • At least 2 years Banking experience
  • Proficient with Microsoft Office – Word, Excel, PowerPoint
  • Demonstration of accuracy, organisation and attention to detail
  • Be able to work well within a dynamic fast paced team
  • Ability to work on own initiative and ability to prioritise work
  • Must be task orientated and able to meet targets and deadline
  • Exceptional time management skills with the ability to thrive whilst working under pressure
  • Must have good attention to detail as accuracy is essential

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