Relationship Managers Assistant/private Banking
2 weeks ago
We are looking for a Relationship Managers Assistant to assist the RMs with banking and client related administration, transfers, payments, FX, monitoring and fixing of bank deposits, processing of purchases and securities sales.
Interact with clients daily, compliance, operations and offshore entities as required.
Support managers in acquiring new and developing existing client relationships.
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.
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.
-
Private Banker Uhnw Nri
3 days ago
London, United Kingdom Redstone Private Banking Full timeRedstone Private Banking Search are leaders in the global provision of search solutions for the international private banking and wealth management markets. With coverage of a wide variety of Private Banks, Boutiques, Family Offices, Wealth Managers, Fund Managers and Investment Houses, Redstone Private Banking can offer tailored search solutions in a...
-
Relationship Manager Private Banking
Found in: Whatjobs ES C2 - 7 days ago
London, United Kingdom Quantum Group Full timeJob Description: Relationship Manager Private Banking The Client: Our client is one of the leading Banks/Institutions having a global presence in Private Banking business. They are looking for Relationship Managers in their Private Banking Department as part of their expansion plan in the UK. Position Summary: Cultivate new and ongoing relationships with...
-
Relationship Manager
3 weeks ago
London, United Kingdom XB Consultants Full timeRelationship Manager Private Bank – London-based position The mission of the Lending department is to provide credit services including cash management, transaction banking, treasury and financing products, while preparing all the credit applications of all the bank’s units. Liaise with RM’s to gather all sufficient information for annual...
-
Relationship Manager
6 days ago
London, United Kingdom HSBC Full timeSome careers shine brighter than others. If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Our Global Private Banking...
-
Relationship Manager
Found in: Talent UK C2 - 1 week ago
London, United Kingdom HSBC Full timeSome careers shine brighter than others. If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Our Global Private Banking...
-
Assistant Relationship Manager
8 hours ago
London, United Kingdom Rebecca Poulter Recruitment Limited Full timeThe key to this role is providing wide-ranging, proactive assistance to Senior Relationship Managers including providing cover where appropriate. The focus is supporting the relationship management team, providing an exceptional customer service to the bank’s high net worth customers. This includes but is not limited to attending meetings and taking the...
-
Private Banking
3 days ago
London, United Kingdom Arbuthnot Latham Full time*** **Job Purpose** - Use your knowledge, experience and networks to deliver a sophisticated Private Banking service that caters to the unique needs of High Net Worth (HNW) clients - Build profitable relationships with a cross-section of HNW Clients by understanding clients’ requirements and increasing the penetration of products and services to them -...
-
Private Banking
8 hours ago
London, United Kingdom Arbuthnot Latham Full time*** The Private Banking Executive (PBE) will primarily focus on providing pro-active support to one to two Private Bankers and their portfolio of clients. They will support Private Bankers (PB) with client acquisition and retention via client contact, but will primarily provide support in the preparation of lending proposals. The PBE will act as a proxy for...
-
Relationship Manager Private Bank
3 weeks ago
London, United Kingdom XB Consultants Full timeJob Description Relationship Manager Private Bank – London-based position The mission of the Lending department is to provide credit services including cash management, transaction banking, treasury and financing products, while preparing all the credit applications of all the bank’s units. You will be the main go-to person for Lending in the...
-
Private Banking Assistant
2 weeks ago
London, United Kingdom SG Kleinwort Hambros Full timeSG Kleinwort Hambros has more than 200 years of experience helping individuals, families, entrepreneurs, trusts and charities to manage their wealth. From expert wealth planning advice and investment strategies to specialist lending products, we provide the personal approach clients would expect from a modern and responsible private bank. We have one clear...
-
Private Banking Assistant
Found in: Jooble UK C2 - 2 weeks ago
London, United Kingdom SG Kleinwort Hambros Full timeSG Kleinwort Hambros has more than 200 years of experience helping individuals, families, entrepreneurs, trusts and charities to manage their wealth. From expert wealth planning advice and investment strategies to specialist lending products, we provide the personal approach clients would expect from a modern and responsible private bank. We have one clear...
-
Private Banking Assistant
Found in: Talent UK 2A C2 - 2 weeks ago
London, United Kingdom SG Kleinwort Hambros Full timeSG Kleinwort Hambros has more than 200 years of experience helping individuals, families, entrepreneurs, trusts and charities to manage their wealth. From expert wealth planning advice and investment strategies to specialist lending products, we provide the personal approach clients would expect from a modern and responsible private bank.We have one clear...
-
Private Banking Assistant
Found in: Whatjobs ES C2 - 7 days ago
London Area, United Kingdom SG Kleinwort Hambros Full timeSG Kleinwort Hambros has more than 200 years of experience helping individuals, families, entrepreneurs, trusts and charities to manage their wealth. From expert wealth planning advice and investment strategies to specialist lending products, we provide the personal approach clients would expect from a modern and responsible private bank. We have one clear...
-
Private Banking Assistant
Found in: Appcast Linkedin GBL C2 - 2 weeks ago
London Area, United Kingdom SG Kleinwort Hambros Full timeSG Kleinwort Hambros has more than 200 years of experience helping individuals, families, entrepreneurs, trusts and charities to manage their wealth. From expert wealth planning advice and investment strategies to specialist lending products, we provide the personal approach clients would expect from a modern and responsible private bank.We have one clear...
-
Private Banking Assistant
Found in: Appcast UK C C2 - 2 weeks ago
London Area, United Kingdom SG Kleinwort Hambros Full timeSG Kleinwort Hambros has more than 200 years of experience helping individuals, families, entrepreneurs, trusts and charities to manage their wealth. From expert wealth planning advice and investment strategies to specialist lending products, we provide the personal approach clients would expect from a modern and responsible private bank.We have one clear...
-
Private Banking Assistant
Found in: Appcast UK C2 - 2 weeks ago
London Area, United Kingdom SG Kleinwort Hambros Full timeSG Kleinwort Hambros has more than 200 years of experience helping individuals, families, entrepreneurs, trusts and charities to manage their wealth. From expert wealth planning advice and investment strategies to specialist lending products, we provide the personal approach clients would expect from a modern and responsible private bank.We have one clear...
-
Private Banking
4 days ago
London, United Kingdom Arbuthnot Latham Full time*** **_Job Purpose_** - Use your knowledge, experience and networks to deliver a sophisticated Private Banking service that caters to the unique needs of High Net Worth (HNW) clients - Build profitable relationships with a cross-section of HNW Clients by understanding clients’ requirements and increasing the penetration of products and services to them -...
-
Relationship Manager
Found in: Jooble UK C2 - 3 weeks ago
London, United Kingdom Carr Lyons Search & Selection Full timeOur client, a large International bank, are looking for a dynamic Relationship Manager to join their Institutional Banking Department, focusing on servicing asset managers, funds, and insurers. This role presents a unique opportunity to engage with prominent financial institutions, cultivate strong relationships, and provide tailored financial solutions to...
-
Relationship Manager
3 weeks ago
London, United Kingdom Carr Lyons Search & Selection Full timeOur client, a large International bank, are looking for a dynamic Relationship Manager to join their Institutional Banking Department, focusing on servicing asset managers, funds, and insurers. This role presents a unique opportunity to engage with prominent financial institutions, cultivate strong relationships, and provide tailored financial solutions to...
-
Head of Private Banking
3 weeks ago
London, United Kingdom Sang Zarrin Full timeJob Description Are you a visionary leader with a passion for private banking? Seize the opportunity to helm our client's esteemed boutique institution's private bank, based in the vibrant heart of London. Join us as they set new standards of excellence and embark on an exciting journey of growth and innovation. Why Lead With Them? Prestigious...