Analyst – Private Banking recruitment

Job responsibilities;

•Assists the Private Banker in acquiring, servicing and retaining clients to deliver overall business goals

•Becomes a key point of contact for the client for day-to-day operational matters

•Supports the Private Banker in marketing IPB products to client.

(1) 60-70% Client Administration

•Assists Private Bankers in administration and management of client relationships including attending meetings (to observe/take notes), preparation of file notes, drafting of letters and other documentation, annual client reviews, etc all overseen and signed-off by the Private Banker.

•Good overall knowledge of PB information systems

•Assists Private Bankers in ensuring adherence to the Global KYC policy

•Conform with the requirements of the TC scheme

(2) 30-40% Day to day client contact – Sales Support

• Supports and monitors relationships with the clients, working alongside the Private Banker to ensure quality service is provided at all times

• Ensures quality, accurate and timely execution of all client and administrative items and reporting of all risk events and complaints

• Acts as the key contact point for clients dealing with day-to-day administration across the range of services and products

• Acts as liaison between Private Banker and specialist product areas, e.g. Investment Management, Credit, Fiduciary, etc. to ensure the smooth operation of all services, e.g.

• Handles incoming mail, faxes and phone calls from clients, interacting with the relevant support departments and confirming all relevant actions to the clients.

• Prepares letters and ad-hoc reports for clients and drafts letters for Private Bankers

• Addresses and solves clients' administration inquiries in order to provide high quality personalised service.

• Performs daily operations and transactions on clients' accounts.

Professional/technical experience

•Knowledge of regulatory issues/IPB procedures

•Strong PC skills (Word, Excel, Power point)

•Sound knowledge of banking and operational procedures, plus lending and understanding of security requirements

•Relevant experience(client facing) in a PBE role or similar industry role

•IPB risk and control frameworks and procedures

•General understanding of Bank’s products and services

•A good understanding of the local regulatory requirements

•Strong investment, fiduciary and banking product knowledge

•Able to demonstrate up to date knowledge of relevant changes in the marketplace, products, legislation and regulation and understands the implications to the role (e.g. anti-money laundering KYC). Also able to demonstrate integrity and adherence to compliance policies and procedures

Academic and professional qualifications

• Ideally educated to degree level

Language skills

Dependent on relevant marketplace covered

Personal attributes

•Positive and self-motivated

•Good interpersonal skills and adopts a team focus

•Excellent ability to plan and organise work and set priorities, and to multi-task

•The ability to make clear presentation of information both written and orally

•The ability to solve problems using a rational approach

•Effective listening and communication skills

•Interest in financial markets

•Ability to work under pressure with a heavy workload

•Excellent customer service skills sensitivity to the needs and profile of high net worth clients

Candidates who qualify for this position may kindly quote the Job Title in the subject of your email and send your CV as an attachment in MS Word Document format to zeshan.parvaiz@gulfconnexions.com

Only shortlisted candidates will be contacted.