Private Banking Assistant
  • England,London,City of London
  • Full Time, Permanent
  • Salary negotiable
Job Description:
International Bank based in London, are looking to recruit a Private Banking Assistant.


Main responsibilities will include;


*Provide general assistance to Head of Private Banking and Relationship Managers on all aspects of account management. This will include meeting and assisting clients on the bank premises.
*Attend to client’s phone calls, email or letter request and to ensure that they are answered and dealt with promptly
*Support Head of Private Banking and Relationship Managers by responding to queries from AML/Compliance Department
*Review customer files periodically to ensure account due diligence is complete and up to date
*Assist with account opening, including preparing new account opening packs
*Liaise with Head Office to obtain KYC/Due diligence and; obtain/chase bank references
*Undertake payment validation process (checking signature, balances, and completing call back to client)
*Co-ordinate with Customer Services, Head Office, Private Banking teams and clients concerning credit cards settlement
*Assist clients where required with any credit/debit card enquiries or requests


To be considered for this position, ideal candidates must have the following experience and skills;


*At least 2 years Banking experience
*Proficient with Microsoft Office – Word, Excel, PowerPoint
*Demonstration of accuracy, organisation and attention to detail
*Be able to work well within a dynamic fast paced team
*Ability to work on own initiative and ability to prioritise work
*Must be task orientated and able to meet targets and deadline
*Exceptional time management skills with the ability to thrive whilst working under pressure
*Must have good attention to detail as accuracy is essential
Job number 3664584

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