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Private Banking Assistant

  • Location

    London, England

  • Sector:

    Operations & Middle Office

  • Job type:

    Permanent

  • Salary:

    £35000 - £45000 per annum

  • Contact:

    Bethany Singer

  • Job ref:

    bs505_1544529261

  • Published:

    about 1 month ago

Our client, a prestigious Private Bank based in Mayfair, are looking to recruit a Private Banking Assistant to join their rapidly expanding London office.

Main responsibilities will include;

  • Preparing and sending out account opening forms for trust accounts, private investment companies and private clients.
  • Submission of account opening packs to London and dealing with the relevant departments
  • Input of accounts
  • Issuing account opening letters and other Ad-hoc letters as requested
  • Working alongside CRMs in achieving their revenue and AUM targets by providing clients with excellent levels of customer service
  • Preparation of Annual Periodic reviews and managing all Open issues in Avaloq as they come up and including KYT (Know Your Transaction) Alerts .
  • Maintaining clear, comprehensive and up-to-date client, business and transaction records on interactions with clients, including trustees and corporate directors.
  • Arranging transfers, placement of fixed deposits and entering of trades on an execution only basis.
  • Preparing credit proposals for Lombard loans and managing the process through to approval, working with relevant departments and teams.
  • Assisting in ad-hoc projects to improve on existing processes and procedures

To be considered for this position, ideal candidates must have the following experience and skills;

  • Proven experience in a Front office / client facing role within Private or Retail Banking dealing with UHNW clients
  • Knowledge of Banking requirements
  • Strong IT skills
  • Excellent time management skills and ability to multi-task and prioritize work
  • Attention to detail and problem solving skills
  • Excellent interpersonal, written and verbal communication skills
  • Strong organizational and planning skills in a fast-paced environment
  • A creative mind with an ability to suggest improvements
  • Work collaboratively, demonstrating initiative and ownership of tasks and issues
  • Proficiency in MS Office (Word, Excel and Outlook)

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