Private Banking Assistant

International Bank based in London, are looking to recruit a Private Banking Assistant. This is a new headcount, 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 instructions
• Monitor 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 data

To 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