Relationship Manager Assistant Private Banking
6 days ago
A small prestigious international bank is seeking a dynamic individual to assist a team of Relationship Managers. Your duties will be varied to include: Supporting RMs to manage their client portfolio including annual reviews/credit applications etcAssisting with KYC procedures: onboarding clients, conducting reviews, and performing CDDHandling account openings, processing debit/credit card requests for clients, and addressing transaction inquiriesProviding assistance to clients during branch visitsMaintaining Private Banking diary and client filesYour experience must include:Proven relevant experience in Private Banking support, including account opening processes and KYC/CDD Strong teamwork skills with a proactive approach to delivering exceptional client serviceExcellent presentation and communication skills (both written and oral) Proficiency in MS Office: Excel, PowerPoint Arabic language skills would be advantageous This role will be working 5 days a week in the London office. AMRT1_UKTJ...
-
London, United Kingdom Prime Personnel Full timeA small prestigious international bank is seeking a dynamic individual to assist a team of Relationship Managers. Your duties will be varied to include: Supporting RMs to manage their client portfolio including annual reviews/credit applications etc Assisting with KYC procedures: onboarding clients, conducting reviews, and performing CDD Handling account...
-
Private Banking Manager
1 week ago
London, Greater London, United Kingdom Lloyds Banking Group Full time £60,000 - £120,000 per yearJOB TITLE: Private Banking Manager - Mayfair Private ClientsLOCATION: LondonHOURS: Full timeWORKING PATTERN: Hybrid, 40% (or two days) in an office site mentioned aboveAbout this opportunityAs the UK's largest retail and commercial bank, Lloyds Banking Group plays a vital role in supporting the UK economy. Our strategy is clear: put customers first and...
-
Assistant Relationship Manager
6 hours ago
London, United Kingdom Buckden Partners Limited Full timeOur high profile Private Banking client has a dedicated property team within their wider team. They are recruiting for an Assistant Realtionship Manager to primarily focus on providing pro-active support to one to two Private Bankers and their portfolioof clients. They will support Private Bankers (PB) with client acquisition and retention via client...
-
Private Banking Officer
6 days ago
London, United Kingdom Nedbank Private Wealth Full time**Private Banking Officer**: We have an opportunity for a Private Banking Officer to join our team based in London. Private Banking Officers add value by assisting Private Bankers with the administrative tasks resulting from client interactions. Examples include preparing the documentation required for client meetings, composing file notes when attending...
-
Private Banking Executive
4 days ago
London, United Kingdom Weatherbys Banking Group Full time**PRIVATE BANKING EXECUTIVE** **LONDON (HYBRID)** We are recruiting for a Private Banking Executive to work closely with a Private Banker, an exceptional level of service to clients at all times. The role is based in our Mayfair, and offers hybrid working with a requirement to be onsite 3 days per week (Monday and Friday as anchor days). **WHY JOIN...
-
London, United Kingdom Prime Personnel Careers Full timeA small prestigious international bank is seeking a dynamic individual to assist a team of Relationship Managers. Your duties will be varied to include: Supporting RMs to manage their client portfolio including annual reviews/credit applications etcAssisting with KYC procedures: onboarding clients, conducting reviews, and performing CDDHandling account...
-
London, United Kingdom Prime Personnel Full timeA small prestigious international bank is seeking a dynamic individual to assist a team of Relationship Managers. Your duties will be varied to include: Supporting RM’s to manage their client portfolio including annual reviews/credit applications etcAssisting with KYC procedures: onboarding clients, conducting reviews, and performing CDDHandling account...
-
London, United Kingdom Prime Personnel Full timeA small prestigious international Bank is seeking a dynamic individual to join its busy Private Banking team. Your responsibilities will include: Managing a portfolio of clients and developing both new and existing client relationships while facilitating their banking needs Cross-selling the bank's products and services, with a focus on UK property...
-
Relationship Director
2 weeks ago
London, United Kingdom eFinancial Careers Full timeRelationship Director - Private Banking The Bank: Serves the needs of scale up or medium sized and fast-growing SMEs; professionals; high net worth and mass affluent individuals - market segments that still value human service enabled by great technology.Professional and personal lives often overlap, and the banks mission is to help empower their customers...
-
Private Bank Associate
2 days ago
Greater London, United Kingdom Weatherbys Banking Group Full timePRIVATE BANK ASSOCIATE / EXECUTIVE (LONDON) We’re excited to offer multiple opportunities to join Weatherbys Private Bank as either a Private Banking Associate (PBA) or Private Banking Executive (PBE), working as part of our Private Client Team assisting our Private Bankers in developing client relationships. We pride ourselves on delivering a truly...