Contact Hannah about this job
Find a Job
|Sector||Wealth & Asset Management|
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
Ready to apply for this job? Apply Now