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Are you a recent graduate looking for an exciting opporunity to work with an established private bank? This role is office based in Central London. About The Company: Our client is a global private banking group offering private banking and asset management services and is headquartered in Zurich. Our client has an international network spanning Europe, Asia Pacific, Middle East and Latin America, and manages assets for private clients all over the world. The bank's services comprise asset management and investment counselling, investment funds, securities brokerage, estate planning and a full array of banking services. They offer a stimulating and dynamic work environment. Summary Overview of the Role The Client Support Officer (CSO) will assist the Client relationship Officers(CROs) with 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. Interact with clients and internal stakeholders such as Operations, Compliance and offshore entities as required. Where authorised by the Fitness & Propriety Certificate, promote, recommend and arrange banking and investment products and services. Roles & Responsibilities Proposition & Productivity Support CROs in acquiring new and developing existing client relationships, e.g: Cross-selling the products and services as appropriate. Participating in general marketing campaigns and events. Cultivating partnerships and referrals. Keep up to date with industry, socio-economic and regulatory developments in client markets. Contribute ideas and views to strengthen ongoing business and operational success. Treat customers fairly, actin their best interest and offer a transparent, efficient, and professional service within Fitness & Propriety Certificate permission remits. Process & Platform Where certified, liaise with CROs 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 CROs/ CSOs in preparing for and attending client meetings and ensuring written records. Assist with travel arrangements and preparation of papers for CRO/CSO business trips. Maintain marketing information and support targeted activities as required. 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. Liaise with internal stakeholders to deliver the following for clients in scope: 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. Credit applications: preparation and prompt supply of documentation. Client review: assist a timely and robust completion, e.g. PEP, credit and investments. Account monitoring: execution per internal procedures and any follow-on escalations or liaison with clients as appropriate. Record keeping: maintain up to date, clear and comprehensive client, business and transaction records. Ensure data in tracking systems are continually maintained. Adhere to policies regarding Conduct Rules and regulatory obligations for each booking location. Comply with 1st line of defence obligations: Follow the Risk Management Framework and associated training, policies and processes. Understand, manage and continuously refine the risks and controls for your role. Be alert to new risks, breaches or issues and report them in line with formal processes. People Follow the Bank's Values in all activities and support colleagues to also do so. Maintain Certification fitness and promptly declare any relevant changes to your circumstances. Stay aware of internal strategy and actively drive personal career and development plans to suit Support a 'one team' approach by respecting dependencies across departments and locations. About You: University degree in Business Administration, Finance, Law, Economics or related field Good understanding of financial instruments (funds, tracker, structured products, derivatives such as options on securities and FX) Good Windows office skills (excel, outlook, etc.) Able to cope with pressure and handle a heavy workload; Flexible and able to multitask Accurate and detail oriented Have an interest in a career in Financial Service and Compliance Their five Values describe their 'corporate personality and shape the personal attributes and achievements they look for: Accountable: we take ownership for tasks and challenges and seek continuous improvement Reliable, thorough, and consistently high-quality work. Self-disciplined delivery and successful navigation of ambiguity. Hands-on: we are proactive to rapidly deliver high-quality results Anticipation of outcomes and taking initiative. Understanding of commercial drivers of business and portfolio growth and financial markets, competitor, and industry trends. Clear, engaging, and credible verbal and written communication style. Passionate: we are committed and strive for excellence Service innovation driving excellence or efficiency. Curiosity and embracing of change. Solution-driven: we focus on client outcomes and treat clients fairly with a risk-aware mind-set Delivery of best-in-class, personal and bespoke client service. Expertise in banking, investments, treasury, credit, property-based lending and/or offshore tax and trust structures. Application of regulation and risk management In day-to-day decisions and practice.
About Finerbase Ltd (Finerbase) Finerbase is an investment group investing in fast-growing and forward-thinking companies within a broad spectrum of opportunities. Finerbase launched its operations in 2014 with the purpose of investing into innovative and technologically-advanced financial services firms. From day one, we've worked on raising and providing capital to help select companies grow, while providing continuing business support and offering advice on their most important strategic decisions and transactions. Finerbase is an evolving business with ambitious plans for growth. We are fast expanding our range of activities, services, and geographical reach, to complement our current investment and business activities and grow a densely-interconnected ecosystem of services within our group offering. Job Role: Business Support Coordinator - Private Office Purpose of job: To provide a complete range of office administration, facilities management, health and safety, HR, administrative, coordination and corporate services as required for all areas of the private office function and private client's relationships. Key Duties: Assist office reception and office management coordination; Assist with HR duties, new joiner onboarding and offboarding, recruitment, coordinating annual appraisals, assist with coordination of staff administration etc; Responsible for day-to-day support and management of clients including on-boarding, KYC collection/maintenance and other items as required to support clients; Assisting preparation of client pitches and presentations; Provide assistance with a range company administration service as required including arrange notarisation and apostille of documents; Assist with review and preparation of statutory company documents including but not limited to: change of the company's name; change of directors and shareholders), arranging drafting (as required) and reviewing of various documents requested by the client; Manage and coordinate annual renewals including: sending out reminders to clients, liaising with registered agents, updating respective internal/external databases, Company House filings, LEI and ICO renewals etc Liaise, interact and coordinate requests with service providers; Responsible for all aspects of new bank account opening/changes to bank account management as required by client (change of signatories, preparation of payment instructions and other bank related matters ensuring smooth operation of clients' banking accounts - personal and business); Collate and provide full spectrum of KYC and AML documents, source of wealth, source of funds, statements of assets and liabilities, FATCA and CRS Self-Certification Forms etc; Responsible for the maintenance, updating, checking and reporting on update status of client database and all client records (including any statutory registers or other records); Responsible for insurances; Responsible for the full administrative aspects of document control functions on the daily basis (filling, scanning, and compliance). Ensuring that all documentation received is efficiently managed, noted, handled, communicated to clients, sorted and filed; Invoice, sales orders, purchase order management and coordinating payment; Other tasks which might be assigned from time to time. Skills & abilities: Background in office management, company administration, banking or legal services sectors are a plus; Ability to prioritise conflicting needs, progress matters expeditiously and follow through on projects to successful completion; Strong analytical skills and proven ability to develop and maintain client relationships Strong relationships building and communication skills; Experience of managing a number of projects and managing to tight deadlines with a proven track record of managing projects within a large, highly complex, cross-functional environment; Ability to work independently in a high pace demanding environment and on own initiative whilst being part of a wider team; A proactive approach to problem-solving with good decision-making capability; Desire to strive and go the extra mile; Demonstrate ability to understand parameters of authority; Have the ability to communicate clearly written and verbal; Be flexible and comfortable with a broad variety of duties that may change at short notice. Remuneration Salary Competitive Bonus Discretionary based on individual and company performance Location: Mayfair, London, UK Workplace: Currently hybrid Benefits Private health insurance, dental insurance, pension scheme