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- Tasks: Support Private Banking clients and assist Relationship Managers with various tasks.
- Company: Join an international bank in London, known for its dynamic environment.
- Benefits: Enjoy a chance to shape your role and gain valuable banking experience.
- Why this job: Perfect for those seeking a fast-paced, impactful career in finance.
- Qualifications: 2 years of banking experience and proficiency in Microsoft Office required.
- Other info: Opportunity to work on special projects and develop client relationships.
The predicted salary is between 36000 - 60000 £ per year.
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 Deposit 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
- 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 deadlines
- Exceptional time management skills with the ability to thrive whilst working under pressure
- Must have good attention to detail as accuracy is essential
Senior Assistant Private Banking (m/w) employer: IPOE Consulting
Contact Detail:
IPOE Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Assistant Private Banking (m/w)
✨Tip Number 1
Familiarise yourself with the latest trends in private banking and wealth management. This knowledge will not only help you during interviews but also demonstrate your genuine interest in the field.
✨Tip Number 2
Network with professionals in the banking sector, especially those working in private banking. Attend industry events or join relevant online forums to make connections that could lead to referrals.
✨Tip Number 3
Prepare for potential interview questions by practising scenarios related to client interactions and problem-solving in a banking context. This will help you showcase your skills effectively.
✨Tip Number 4
Research the specific bank's culture and values. Tailoring your approach to align with their ethos can set you apart from other candidates and show that you're a good fit for their team.
We think you need these skills to ace Senior Assistant Private Banking (m/w)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant banking experience, particularly any roles that involved customer service or administrative support. Use keywords from the job description to demonstrate your fit for the position.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific experiences that showcase your organisational skills and attention to detail, as these are crucial for the position.
Highlight Relevant Skills: Emphasise your proficiency in Microsoft Office and any other relevant software. Provide examples of how you've used these tools in previous roles to improve efficiency or accuracy.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. Attention to detail is key for this role, and a polished application reflects that quality.
How to prepare for a job interview at IPOE Consulting
✨Showcase Your Banking Experience
Make sure to highlight your previous banking experience during the interview. Discuss specific roles and responsibilities you've had, especially those that relate to private banking, as this will demonstrate your suitability for the position.
✨Demonstrate Attention to Detail
Given the importance of accuracy in this role, be prepared to provide examples of how you've maintained high standards in your work. You might mention instances where your attention to detail prevented errors or improved processes.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills and ability to handle client interactions. Think about past experiences where you successfully managed client needs or resolved issues, and be ready to share these stories.
✨Familiarise Yourself with KYC and AML Regulations
Since maintaining updated KYC information and AML monitoring is crucial, brush up on these regulations before your interview. Being knowledgeable about compliance will show your commitment to the role and the bank's standards.
