We have an excellent opportunity for a Private Banking Assistant to work in this Private Bank in Mayfair, London.
You should have some banking experience, in Retail banking, Private Banking, Financial Services.
You will assist the Relationship Managers with banking and client related administration on a daily basis, to include transfers, payments, monitoring and fixing of bank deposits, processing of purchases and securities sales.
Assist in acquiring new and developing existing client relationships, cross selling the banks products and services when appropriate.
Dealing with all incoming telephone calls, diaries, correspondence and expenses. Assist in preparing for and attending client meetings. Preparation and arranging travel for senior managers and Directors, preparation of papers for business trips.
Produce banking reports, obtain valuations of client portfolios and prepare consolidated positions.
Arrange cash collections, cheque books, liaise with stakeholders.
Accurate and complete due diligence on account opening, putting together client packs
Dealing with client instructions execution of payments, deposits, loans, FX deals, transfers and securities transactions.
Dealing with credit applications, preparing them and supplying all documentation.
Dealing with Account monitoring, executing internal procedures, follow on escalations and speaking with clients as appropriate. Client reviews of all investments, PEPs, Credit and Investments
We will consider both junior and senior candidates experience wise for this role
- Customer Services
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