Relationship Managers Assistant (Private Bank)

JWS Resources Ltd
12 May 2017
10 Jun 2017
Contract Type
Full Time

£32,000 + Bonus + Benefits

Our client, one of the most respected boutique Private Banks in London who have an long a rich history of providing exceptional Financial Services and Advice now seek an Assistant Relationship Manager to work within an exceptional team of RM`s.

Working alongside Snr RM`s and the section head this opportunity has a wide scope of responsibilities that include but are not restricted to:

  • Take on team responsibilities as and when required in the role and across the Managers department.

  • Prepare straightforward lending propositions to the required standard

  • Manage security documentation and maintain security database, instruct lawyers in the preparation of the bank’s security

  • Good understanding of Regulated Mortgage Contracts and Consumer Credit Act regulations

  • Prepare new customer documentation

  • Arrangement, organisation and preparation of customer and business development meetings

  • Attend meetings with the Relationship Manager and prepare memoranda of notes as required

  • Business development support to Relationship Managers

  • Customer contact on all day to day issues

  • Letters to customers and professional intermediaries

  • Prepare and undertake customer reviews

  • Monitor daily overdraft positions

  • Additional project work as allocated by management and to be actively involved in bankwide project work e.g. managing of the lending pipeline database.

  • Take responsibility for internal reporting on behalf of RM/SRM’s e.g. At Risk, Overdues, converstions, large trasacyions, cash.

Ideally you will hold the CeMap or be willing to complete within the first 12 months.