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3 months ago
LMA Recruitment
Salary: £33000 per annum
Location: London
Job type: Permanent
Contact: Sue Mollison
Sector: Banking and Finance
Category: Ex Cabin Crew Jobs

Assistant to Private Banker - £30K plus £3K housing allowance and excellent bonus and benefits!

If you have private banking experience and are looking for a wonderful support role working for a prestigious Mayfair based private bank, please do apply immediately.

We are looking for a private banking assistant to work for a wonderful client of ours based in Mayfair. The role will be 95% 1:1 working for a banking executive dealing with the administration of banking and client related matters. This includes the organisation, execution and monitoring of bank transfers and payments, foreign exchange transactions, the monitoring and fixing of bank deposits and the execution and monitoring of securities transactions.

You will be very comfortable dealing with clients and have superb communication skills both written and oral.



Duties / responsibilities

  • To assist in preparing client information packs (CIPs), account opening forms and credit applications and to provide factual correct and complete input
  • to assist in preparing periodic client reviews such as PEP, high- and standard risk clients, credit and investment reviews
  • to assist in preparing their client meetings including booking of meeting rooms and venues, the preparation of forms, valuations and documents
  • to assist in preparing their business trips including booking of transport and accommodation and preparing business expense claims
  • in coordination with your direct report and Team Representatives, to provide coverage for other assistants during their absence
  • to deal with and follow up on client correspondence such as letters, facsimiles, emails and with client telephone calls and to keep your direct report informed about all client interactions and steps taken
  • to maintain clear, comprehensive and up-to-date client, business and transaction records on own interactions with clients at all times
  • to execute client payment instructions according to the Payment Services Directive and in accordance with internal procedures including proper client identification, call backs and record keeping
  • to arrange securities transactions, FX deals, term deposits and cash collections and deposits in compliance with the Bank's relevant guidelines and procedures
  • to assist your direct report according to instructions in tasks including, but not limited to:
    • to order new and replacement cheque books
    • to manage hold mail clients and delivery
    • to upload and retrieve client documentation and correspondence on and from the Bank's storage system
    • diary management and document filing
    • to update the Bank's client database systems
    • to apply for and to prepare replies to bank reference requests for and on behalf of the Bank's clients
    • to answer calls and to take messages
    • to prepare business expense claims
    • to monitor activities on client accounts
    • other administrative tasks as instructed from time to time
  • to liaise with other booking centres within the bank in relation to all activities of clients booked outside the Bank's booking platform
  • to constantly be aware of financial crime /AML and fraud risk and any other risks
  • to participate in all mandatory training and to maintain professional competence
  • to regularly attend information meetings which the Private Banking Department and the Bank will hold from time to time, such as the Banking Assistant Forum
  • to keep up to date with and comply with all internal guidelines and policies, at all times

Additionally, all staff are expected to:

  • Keep their knowledge up-to-date regarding market and regulatory developments, as appropriate to their role
  • Treat customers fairly and act in their best interest offering a transparent, efficient and professional service.

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