Private Banking Assistant 
Published
23rd July 2024
Location
London, United Kingdom
Category
Job Type
Salary
Up to £35,000

Description

Private Banking Assistant                                         London                                             Up to £35,000

Our client, a High Net Worth Bank are seeking a Private Banking Assistant who will be supporting the Banking Services team.

Key Responsibilities:

  • 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
  • Assist the RMs with maintaining updated KYC information and AML monitoring
  • To accurately maintain and update client data

 

Skills / Attributes Required

  • At least 2 years Banking experience
  • Excellent command of written and spoken English
  • Proficient with Microsoft Office - Word, Excel, PowerPoint
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