Private Banking Sales Assistant recruitment
A client facing role providing dedicated support to more than one Relationship Manager as required. The successful candidate will be a main point of contact for all day to day general account maintenance requests across the range of products and services ensuring that quality service is provided at all times. They will delegate administrative queries to support teams as appropriate
Attend client meetings, arrange documentation and observe/participate as appropriate writing up call reports as required.
Ownership of KYC and account opening process and related client queries and develop knowledge of the documentation suite.
Resolution of all client queries and following through on all tasks without prompting from the Relationship Manager.
Positive client feedback and evidence of consistently high level of service delivery.
Liaison between the client and Treasury team as part of the execution of FX and FX Option trades
Retrieval and distribution of Banking Reports from internal system
Assisting with the preparation of Credit Applications and liaising with the Credit department on an ongoing basis
Obtain ad-hoc valuations of clients’ investment portfolios and, if required, prepare a consolidated position of their business with the Bank
Assist in the travel arrangements and preparation of RM’s business trips
Apply for/prepare replies to Bank reference enquiries for and/or on behalf of the bank’s clients
Dealing with clients’ correspondence and ensure execution of client payment instructions
Undertaking some marketing to existing and potential clients, involving necessary research i.e.internet / financial press and other sources
The role requires full CF30 registration plus at least 3 to 4 years experience in a similar role. Level 4 is ideally required but candidates with Level 3 CF30 will also be considered
Fluent Hebrew would be useful
Bridgeman International is an agency working on behalf of a client