This is the full information available for the job you have selected. Should you wish
to apply for this position click on the apply now link to add to your
list of selected jobs.
Up to
38k
Our client, a West End bank is looking for a Private Banking Assistant.
Private Banking works with HNWI from three core market segments in line with the strategy and appetite for the bank. The Private Banking team offers clients comprehensive wealth management services including portfolio management, credit services, offshore trust and fiduciary services and UK/European real estate advisory.
Private Banking Assistant ? Core Responsibilities
Assist the team in daily support duties to provide a high level of customer service to Private Banking clients
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 clients instruction
Assist with various special projects as instructed including Consumer Duty and, CDD remediation
Company filing and general administration support to Private Banking ? Banking Services
Handling client calls and meeting clients in the absence of a Relationship Manager
Opening new accounts, making sure all the relevant paperwork is complete and all documents certifications are correct
Assist the RMs with maintaining updated KYC information and AML monitoring
Assist with the client onboarding process from both CDD / KYC perspective in line with ENBD London CDD procedure.
Respond to Tactical alerts review in a timely manner and in line with dictated TATs.
Respond to and manage financial crime related concerns (e.g. AML, sanctions, Bribery and Corruption, etc..) in line with respective policies.
To accurately maintain and update client data
Assist PB Support with various tasks as assigned by the Manager.
There may be a requirement to as back up support for the Client Relationship Management and Acquisitions as and when required by HOPB
Skills / Attributes Required
At least 2 years Banking experience
Excellent command of written and spoken English
Some experience of private banking assistant would be an advantage.
Knowledge of KYC/AML
Proficient with Microsoft Office ? Word, Excel, PowerPoint
For more information on this role please contact Sarah Roffey by sending your CV to judith@bhal.co.uk quoting ref 16922W.
|
apply now
new search
<return to list
email to a friend
more jobs like this
alert on jobs like this
|
|
|
