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Private Banking Assistant

Posted 8 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 instructionsMonitor 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 dataTo 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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