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Private Banking Assistant
- Posted 23 April 2021
- Salary £25000 - £30000 per annum
- Location
- Job type Permanent
- Discipline Banking Operations
- ReferenceWGBankingassistant_1619191121
- Contact NameWill Goodman
Job description
My Client a Prestigious Swiss Private Bank based in Mayfair, are looking to recruit a Spanish speaking Private Banking Assistant, to join their expanding Private Banking Department.
Main responsibilities of the Private Banking Assistant will include;
- Preparing and sending out account opening forms for trust accounts, private investment companies and private clients
- Create and close prospects in Avaloq, documenting reasons for the closure
- Submission of account opening files to London and other centres with BJSS, together with the CRM and assisting in gathering information and dealing with the relevant departments
- 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 Periodic reviews, updating the 19P and completing the required searches. Ensuring the Periodic review papers are scanned to Hypersuite
- 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
- Preparing and submitting account closures and Trigger Events as required
- Assisting in ad-hoc projects to improve on existing processes and procedures
To be considered for this amazing opportunity, ideal candidates must have the following experience and skills;
- Fluent Spanish - essential
- Proven experience in a Front office / client facing role - desirable
- 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)