Private Banking Client Support Officer

Rebecca Poulter Recruitment Limited
Central London, UK
12 Jul 2019
23 Jul 2019
Contract Type
Full Time
You will work in the front office of this Private Bank in Mayfair for two senior Private Bankers.

Assisting with all banking and client-related administration such as transfers and payments, foreign exchange, monitoring and fixing of bank deposits and processing of purchases and securities sales.

You will interact with clients and internal stakeholders such as Operations, Compliance and offshore entities on a daily basis.

Where authorised by the Fitness & Propriety Certificate, promote, recommend and arrange banking and investment products and services.

Support the private bankers in acquiring new business and developing existing client relationships, cross-selling products and services as appropriate.

Participating in general marketing campaigns and events, cultivating partnerships and referrals.

Contribute ideas and views to strengthen on going business and operational success.

Where certified, liaise with the private bankers to assess clients' financial objectives, attitude to risk, personal circumstances and any existing portfolios to identify and advise on suitable bespoke strategies.

Handle incoming telephone calls, correspondence, individual diaries, filing and expenses.

Assist the private bankers in preparing for and attending client meetings and ensuring written records.

Assist with travel arrangements and preparation of papers for business trips.

Generate and distribute Banking Reports using the internal system.

Obtain ad-hoc valuations of client portfolios and prepare a consolidated position as required.

Arrange inbound/outbound references, cash collections and cheque books on clients' behalf.

Account opening, accurate and complete due diligence and client information packs.

Client instructions, execution per internal procedures including identification, call back, payments, deposits, loans, FX deals, transfers and securities transactions.

Preparation of Credit Applications and prompt supply of documentation.

Account monitoring: execution per internal procedures and any follow-on escalations or liaison with clients as appropriate.

Record keeping: up to date, clear and comprehensive client, business and transaction records. Ensure data in tracking systems are continually maintained.

To apply you must be working as an Relationship Managers Assistant or similar, with relevant banking qualifications like IAD or equivalent, CeMap, Membership of CISI

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