Private Banking Assistant
- Employer
- MW Recruitment
- Location
- London, UK
- Salary
- Competitive
- Closing date
- Oct 20, 2019
View more
- Job Role
- Accounts Assistant
- Sector
- Finance
- Contract Type
- Permanent
- Hours
- Full Time
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A private bank wishes to recruit a PB assistant to provide wide range of support to senior bankers and provide cover where required. Main duties of the role include: Handle the daily queries relating to Private Banking clients. Oversee and Set up all types of new client accounts, including completion of documentation Review and action the daily and monthly reports including the associated administration. Complete account administration; including account transfers and stationery ordering Prepare credit applications (first draft) and appropriate lending and security documentation. Ensure all non-regulated transaction correspondence is completed and communicated to clients, where relevant. Requirement for the role (Qualifications/Experience) CeMAP qualified - desirable CIOBS professional banker certificate - essential Educated to a degree level is desirable. Experience in the financial services looking after HNW clients. Knowledge of financial markets and economy in general. Understanding of Regulated Mortgage Contracts and Consumer Credit Act regulations.
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