Assistant Private Banker – UK Domestic recruitment
Key Responsibilities:
- Responsible for providing administrative support to private bankers.
- Responsibilities include completing required paperwork and record maintenance, participating in various projects, responding to client enquiries and providing administrative co-ordination with all areas of the bank and, where necessary, the wider SG Group entities.
- Provide, and enhance the reputation of the Bank for, providing high quality relationship management;
- Use time effectively, balancing personal commitment with the use of other resources to deliver a high quality of service;
- Coordinate meetings, diaries and attendance at relevant meetings, including attending those where assistance is required with meeting notes etc.
- Maintain excellent professional standards through appropriate training and development and keep up to date with developments in the market place;
- Work effectively and successfully within the team and corporate framework
Among his/her responsibilities, the job holder commits to fully respecting SG Policies and Procedures defined locally, at PRIV and at Group Level, in order to control operational risks:
- Respect of local SGPBH procedures and relevant regulations
- Application of SG Code of conduct
- Application of IMMUNE and FORCE rules
He / she must seek advice from his/her management in case of doubt
Key skills, capabilities:
o Operational
- Knowledge of business processes, standards, policies and procedures
- Verbal and written communication skills
- Numeracy
- Word, Excel, Powerpoint and other relevant IT skills
Knowledge of regulations applying to the bank, its staff and our clients
Knowledge of internal risk management, compliance, AML procedures and constant vigilance in respect of them
o Behaviour
- Reliability and attention to detail
- Strong interpersonal skills
- Team Player Collaboration
- Exercise good judgement skills to prevent fraud and raise alerts as necessary
Qualifications Required:
Necessary
- Minimum 5 GCSEs including Maths and English (grade C or above)
Preferred Qualifications
- Level 4 RDR compliant qualification such as the CISI Investment Advice Diploma (IAD)
January 27, 2012
• Tags: Assistant Private Banker, Operations careers in the UK, UK Domestic recruitment • Posted in: Financial