Greek Speaking Client Relationship Managers Assistant
We are looking for a candidate who has some experience in Private Banking, with experience in direct client interaction. You must be fluent in verbal and written Greek and English
To translate documents and to attend client meeting to translate
This is a permanent role, to work in a busy team in this Mayfair Bank in London.
You will report into the Director in Private Banking where you will assist the Relationship Managers/Client Liaison Officer in preparing client information packs, account opening forms and credit applications and to provide factual correct and complete input
You will assist the Relationship Manager in preparing periodic client reviews such as PEP, high- and standard risk clients, credit and investment reviews
To assist in preparing their client meetings including booking of meeting rooms and venues, the preparation of forms, valuations and documents
Preparing their business trips including booking of transport and accommodation and preparing business expense claims, in coordination with the Relationship Manager and the team, to provide coverage for other assistants during their absence
To deal with and follow up on client correspondence such as letters, facsimiles, emails and with client telephone calls and to keep the senior managers informed about all client interactions and steps taken
To maintain clear, comprehensive and up-to-date client, business and transaction records on own interactions with clients at all times
Process client payment instructions according to the Payment Services Directive and in accordance with internal procedures including proper client identification, call backs and record keeping
To arrange securities transactions, FX deals, term deposits and cash collections and deposits in compliance with the Bank's relevant guidelines and procedures.
To assist the RMs according to instructions in tasks including, but not limited to ordering new and replacement cheque books, to manage hold mail clients and delivery
To upload and retrieve client documentation and correspondence on and from the Bank's storage system.
To apply for and to prepare replies to bank reference requests for and on behalf of the Bank's clients, to answer calls and to take messages, to prepare business expense claims, to monitor activities on client accounts.
To constantly be aware of financial crime /AML and fraud risk and any other risks.
To apply you must have some UK experience working in a Banking in a similar client focused role.