Private Banking Assistant

  • Location

    City of London, London

  • Sector:

    Operations & Middle Office

  • Job type:


  • Salary:

    £25000 - £30000 per annum

  • Contact:

    Will Goodman

  • Contact email:


  • Job ref:


  • Published:

    5 months ago

  • Startdate:


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)

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