Private Banking Assistant – Russian speaking recruitment
In this role you will be part of the Private Banking division and support 4 to 5 Relationship Managers as well as assist other team members occasionally. As a Private Banking Assistant your main tasks will include, but are not limited to the following responsibilities:Conducting performance analysis, evaluations, preparation for client meetings and various other support duties for the team Head. Client reporting and investment suggestions Coordinate with internal trading desks Performance analysis on clients portfolios and execute client ordersVarious support activities on projects Our client wants Read more […]
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 […]
Private Banking Assistant – Geneva recruitment
The main purpose of the role will be to provide assistance for a group of asset mangers in all aspects of the administrative management of client accountsMain duties will be:Co-ordinating Bankers business trips – to include travel, itineraries and expensesOpening and closing of new accounts (gathering information, sending out information).Cash management – foreign exchange, investing in cash alternatives, cash transfers.Checking positions, balancesReviewing previous days activityTrade settlementCash / stock transfersChecking commission runsLiaising with operationsEnsuring all corporate actions Read more […]
Private Banking Assistant – French speaking recruitment
They are currently recruiting a French Speaking assistant manager to support a particular portfolio focussing on this market. The successful candidate will have at least 5 years experience working with an international client base. You will be supporting a senior Private Banker in the day to day management of the portfolio, including account opening, payments, day to day issues as well as report analysis. To be considered for the role you must understand Private Banking products and have a good knowledge of FSA requirements. In return the successful candidate will receive a salary up to £42,000, Read more […]
PRIVATE BANKING ASSISTANT
Responsibilities will include:– Account opening, processing client requests and dealing with client queries- Attending periodic client meetings and undertaking periodic reviews- Acting as the clients liaison point during the Private Banker/s absence – Co-ordinating client visits and oversees business trips- Undertaking marketing initiatives and identifying business opportunities- Liaising and acting as co-ordinator with different areas of the business- Ensuring that all policies and regulations are adhered to- Dealing with business leads Requirements- Minimum of 3 years relevant experience Read more […]