Private Banking Wealth Management Associate
6 days ago
'''Job Overview:
We are seeking a highly motivated and detail-oriented Banking Associate to join our team. As a Banking Associate, you will be responsible for providing excellent customer service, assisting with financial transactions, and promoting our financial products and services. If you have a passion for finance and enjoy working in a fast-paced environment, we would love to hear from you.
**Responsibilities**:
- Assist customers with various banking transactions, such as deposits, withdrawals, and transfers
- Provide exceptional customer service by addressing inquiries and resolving issues promptly and professionally
- Promote and cross-sell our financial products and services to meet customer needs
- Perform account maintenance tasks, including updating customer information and processing account closures
- Stay up-to-date on industry trends and changes in banking regulations
- Collaborate with team members to achieve branch goals and targets
Qualifications:
- Bachelor's degree in Finance, Business Administration, or a related field (preferred)
- Previous experience in banking or financial services is a plus
- Strong knowledge of financial planning principles and practices
- Excellent communication skills, both verbal and written
- Detail-oriented with strong analytical skills
- Ability to multitask and prioritize tasks effectively
- Proficient in using banking software and Microsoft Office Suite
**Benefits**:
- Competitive salary based on experience
- Comprehensive benefits package including health insurance, retirement plan, and paid time off
- Opportunities for career advancement within the organization
**Salary**: Up to £27,000.00 per year
**Benefits**:
- Company pension
- Private medical insurance
- Work from home
Schedule:
- Monday to Friday
Supplemental pay types:
- Bonus scheme
- Commission pay
- Performance bonus
- Yearly bonus
Work Location: Hybrid remote in Barking
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