Private Banking Assistant
4 days ago
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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