Private Banking Assistant – J011026 recruitment
Working closely with Wealth Managers the role will involve (but not be limited to) the following:
- Taking ownership and responsibility for resolving enquiries from clients promptly
- Ensuring accounts are opened in a timely manner, checking all data is input correctly
- Perform appropriate due diligence checks on all clients
- Aiding the bankers and investment managers in any delegated duties and administrative support
- Assisting the COO in collating MI information, updating portfolio balances weekly
- Involvement in the preparation of client pitches
In terms of future career progression, our client for this person to stay in the role for 1-2 years whilst training them up to become a fully fledged banker with their own clients.
To be considered for this role you must be confident, professional and articulate. It is also imperative that you have experience as a Private Banking Assistant in Wealth Management.
An excellent opportunity to join a dynamic, entrepreneurial organization that encourages their employees to make the most of their potential.
"Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age."