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 pitchesIn terms of future career progression, our client Read more […]
February 18, 2012
• Tags: Asset Management careers in the UK, J011026 recruitment, PRIVATE BANKING ASSISTANT • Posted in: Financial • Comments Off on Private Banking Assistant – J011026 recruitment