We are currently working on behalf of a leading private bank and seeking a highly motivated and skilled individual to join their team as a Private Banking Assistant. The ideal candidate will be responsible for providing exceptional service to clients and supporting Relationship Managers in all aspects of their work
Key Responsibilities:
Arranging and organizing customer and business development meetings
Attending meetings with the Relationship Manager and preparing memoranda of notes as required
Preparing straightforward and, where applicable, more complex lending propositions to the required standard
Having a good understanding of Regulated Mortgage Contracts and Consumer Credit Act regulations
Preparing new customer documentation
Providing desk cover for Senior Relationship/Relationship Managers where necessary
Representing the bank and the department at a minimum of three bank events per month
Handling customer contact on all day-to-day issues
Writing letters to customers and professional intermediaries
Preparing and undertaking customer reviews
Monitoring daily overdraft positions
Requirements:
3 years plus experience supporting RMs/Private Bankers
CeMap Qualification - An advantage
Excellent communication and organizational skills
Ability to work well under pressure and meet deadlines
Strong understanding of lending (such has mortgages)
Ability to work effectively as part of a team
Knowledge of the private banking industry and ability to represent the bank in a professional and knowledgeable manner