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Private Client Services Manager

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Salary Competitive
Type Permanent
Location London
Sector Wealth & Asset Management
Job Reference T8/HCC/26008
Contact Hannah Cavaciuti
Date posted 12-05-2017

A global private banking institution is seeking a Senior Manager - Private Banking to join their team.
You will be assisting mainly with the administration of banking related matters which includes the organisation and application of bank transfers and payments, foreign exchange administration, the monitoring and fixing of bank deposits, and the processing of purchases and sales of securities.

You will be responsible for client interaction and liaison with offshore subsidiaries and any Ad hoc team administration duties as they arise.

DUTIES & RESPONSIBILITIES:

• Inputting of payments, deposits, loans, FX deals and transfers on Globus
• Entering of securities transactions into Mercury system
• Writing CIPs and Credit Applications
• Opening of new accounts: ensure the client file is complete and all forms and due diligence are properly finished and prepare the client approval form
• Retrieval and distribution of Banking Reports from GED (internal system)
• Support with the preparation of Credit Applications and liaising with the Credit department
• Gain ad-hoc valuations of clients' investment portfolios
• Assist in the travel arrangements and preparation of CRO business trips and ensure all documentation and forms required during the trip are packed
• Allocating with clients' communication and ensure execution of client payment instructions
• Updating marketing system on a regular basis
• Order new/replacement cheque books
• Arrange monthly Business in Progress returns.
• Attend relevant training courses and refresher training as required
• Follow and maintain knowledge of all applicable legislation

KEY SKILLS AND COMPETENCIES

• Previous experience of Private Banking products and services
• IT skills, with knowledge of Microsoft Office
• Good time management skills
• Excellent verbal and written communication skills
• Self-motivated, with the ability to work well within a team

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Contact Hannah about this job

Associate, Consultant