Senior Relationship Managers Assistant

Recruiter
Rebecca Poulter Recruitment Limited
Location
Mayfair, London
Salary
35000.0000
Posted
19 Jun 2017
Closes
19 Jul 2017
Contract Type
Permanent
Hours
Full Time

We are looking for a Administration manager or a experienced Relationship Managers Assistant to work for three Private Banking Directors, managing the assistant’s workflow, alongside the Directors.

So to apply and do the job you must have extensive knowledge and experience within a similar role within private banking within the UK

Previous client contact experience in previous roles, via the phone and email. Full understanding of the private banking process.

This role will be quite diverse in the sense that the selected candidate will be expected to get involved in both the good and bad tasks

Level 4 or CeMap preferred but not essential.

This is not a stepping-stone into a Private banking role but for someone who enjoys private banking but does not want to do sales and develop their own client file.

Duties will include inputting of payments, deposits, loans, FX deals and transfers on Globus

Inputting of securities transactions into Mercury system, writing CIPs and Credit Applications

Opening of new accounts, ensure the client file is complete and all forms and due diligence are properly completed and prepare the client approval form

Retrieval and distribution of Banking Reports from internal system

Assisting with the preparation of Credit Applications and liaising with the Credit department on an ongoing basis

Obtain ad-hoc valuations of clients’ investment portfolios and, if required, prepare a consolidated position of their business with the Bank

Assist in the travel arrangements and preparation of CRO business trips and ensure all documentation and forms required during the trip are packed

Apply for/prepare replies to Bank reference enquiries for and/or on behalf of the bank's clients

Dealing with clients' correspondence and ensure execution of client payment instructions

Undertaking some marketing to existing and potential clients, involving necessary research. I.e. Google I financial press and other sources

Updating Jupiter marketing system on a regular basis

Preparation of cash for collection and receipt, order new/replacement chequebooks

Prepare monthly Business in Progress returns, monitor activity on accounts daily

Preparation for Private Banker’s meetings with clients

Preparation of expenses, answer calls and take messages, diary management and filing

To attend relevant new training courses (e.g. products, regulatory) and refresher training as required, ensuring that the database is up to date at all times