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Relationship Manager Assistant – Private Banking
Job Posted: 2 days ago
Salary: £ Competitive
Job Type: Permanent
Location: W1J, Mayfair, Greater London
Expire in: a month
Job Description
A small prestigious international bank is seeking a dynamic individual to assist a team of Relationship Managers.
Your duties will be varied to include:
* Supporting RM’s to manage their client portfolio including annual reviews/credit applications etc
* Assisting with KYC procedures: onboarding clients, conducting reviews, and performing CDD
* Handling account openings, processing debit/credit card requests for clients, and addressing transaction inquiries
* Providing assistance to clients during branch visits
* Maintaining Private Banking diary and client files
Your experience must include:
* Proven relevant experience in Private Banking support, including account opening processes and KYC/CDD
* Strong teamwork skills with a proactive approach to delivering exceptional client service
* Excellent presentation and communication skills (both written and oral)
* Proficiency in MS Office: Excel, PowerPoint
Please note this role will be working 5 days a week in the London officeBefore You Apply
Do not include the following in your job application, CV, or cover letter:
- Bank details.
- National Insurance number.
- Date of birth.
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