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Private Bank Operations Coordinator

2 months ago


London, Greater London, United Kingdom Montpellier Resourcing Full time

Job Summary: We are seeking a highly skilled and experienced Private Banking Support Specialist to join our team at Montpellier Resourcing Associates Limited. As a key member of our team, you will provide administrative support to our Director and contribute to the success of our boutique Private Bank in London.

Key Responsibilities:

  • Administrative Support: Provide all-round administrative skills, including diary management, client liaison, meeting scheduling, preparing briefing packs for client meetings, and liaising with stakeholders.
  • Client Onboarding: Efficiently handle all KYC requests and onboarding processes for new clients, service providers, and counterparties, ensuring client documentation is stored securely on our company system.
  • Compliance Support: Support our firm's compliance activities, ensuring all regulatory requirements are met.
  • Project Support: Assist the CEO with ad hoc projects, including HR and recruitment, people management, event organization, and other tasks as required.
  • Accounting Support: Assist with accounting functions, including invoices, accounts receivable, and payable.

Requirements:

  • Italian Language Skills: Highly desirable, but not essential.
  • Administrative Skills: Strong administrative skills are essential, including diary management, scheduling, coordinating itineraries, and other related tasks.
  • Private Banking Experience: Previous experience working within private banking and/or fund/asset management is highly desirable.
  • Autonomy and Proactivity: Must be seeking a dynamic role where you will be given autonomy over your work and be proactive in contributing to the success of our team.
  • Qualifications: Level 4 CISI or Investment Management Qualification is highly desirable.