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For Companies At a Glance
- Tasks: Support senior bankers by managing client requests and preparing credit proposals.
- Company: Join a prestigious banking firm with diverse financial services.
- Benefits: Enjoy a dynamic work environment with opportunities for growth and development.
- Why this job: Be part of a team that builds strong client relationships and drives business success.
- Qualifications: 3-5 years in banking, with experience in private banking and client interactions.
- Other info: This role requires in-office presence five days a week.
The predicted salary is between 36000 - 60000 £ per year.
Job Description
Our prestigious banking client who's coverage includes FI, Commercial, Real Estate and also Private Banking is seeeking an astute and proactive candidate to assist their Front Line Private Bankers. The roles purpose is to provide seamless support to senior relationship managers/directors with developing client relationships, growing revenue and servicing clients requests within the portfolio with scope of further business with new bank clients.
Overall duties include;
- Processing all private banking client requests
- Managing CDD / EDDs and opening of special purpose vehicle accounts
- Meeting with new potential clients in the absence of relationship managers for new credit applications
- Preparing proposals for credit facilities and underwriting new loan facilities.
- Ensuring thorough review of full balance sheet, income statements and cash flow analysis
- Scrutinising all documents, accounts payment history etc.
- Building strong client relationships, by providing excellent customer service and following company processes
- Offering customers thorough guidance and support to maximise repeat business opportunities
- Maintaining the validity of accounts, monitoring receipt of payments and documentation
- Monitoring all accounts in terms of credit movement, business volumes and control
- Creating regular reports for senior management detailing accounts performance
- Proposing of annual renewal of credit facilities
- Maintaining insurance policies and stock reports
- Conducting site visits/write up of site visits.
Candidate Experience
- Minimum 3-5 years of banking experience including Private Banking
- Experience in preparing proposals for credit facilities and assessing affordability through first line / financial analysis.
- Have a client facing approach and be keen to involve themselves with clients and face to face meetings onsite.
- You will be required in the offices 5 days per week.
Private Banking Assistant employer: MARKET TALENT
Contact Detail:
MARKET TALENT Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Banking Assistant
✨Tip Number 1
Network with professionals in the private banking sector. Attend industry events or join relevant online forums to connect with current employees and learn more about the company culture and expectations.
✨Tip Number 2
Familiarise yourself with the latest trends in private banking and financial analysis. Being knowledgeable about current market conditions and client needs can set you apart during interviews.
✨Tip Number 3
Prepare to discuss your experience in client relationship management. Think of specific examples where you've successfully built relationships or resolved client issues, as this is crucial for the role.
✨Tip Number 4
Demonstrate your proactive approach by researching the bank's recent projects or initiatives. Showing that you understand their business and how you can contribute will impress the hiring managers.
We think you need these skills to ace Private Banking Assistant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant banking experience, particularly in private banking. Emphasise your skills in client relationship management and financial analysis, as these are crucial for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your proactive approach and ability to support senior bankers. Mention specific experiences where you've successfully managed client requests or prepared proposals for credit facilities.
Highlight Relevant Experience: In your application, focus on your 3-5 years of banking experience. Provide examples of how you've built strong client relationships and contributed to revenue growth in previous roles.
Showcase Your Analytical Skills: Demonstrate your ability to conduct thorough financial analyses by mentioning any relevant tools or methodologies you’ve used. This will show your capability in assessing affordability and preparing credit proposals.
How to prepare for a job interview at MARKET TALENT
✨Know Your Banking Basics
Make sure you brush up on your banking knowledge, especially around private banking and credit facilities. Understanding the key terms and processes will help you answer questions confidently and demonstrate your expertise.
✨Showcase Your Client Relationship Skills
Prepare examples of how you've successfully built and maintained client relationships in the past. Highlight your customer service skills and any specific instances where you went above and beyond to meet a client's needs.
✨Be Ready for Financial Analysis Questions
Since the role involves assessing affordability and preparing proposals, be prepared to discuss your experience with financial analysis. Brush up on balance sheets, income statements, and cash flow analysis to impress your interviewers.
✨Demonstrate Proactivity
The job requires a proactive approach, so think of examples where you've taken initiative in previous roles. Whether it’s identifying new business opportunities or streamlining processes, showing that you can take charge will set you apart.
