Responsible for providing support to the Private Bankers, generally assisting the Private Bankers in managing a portfolio of high net worth clients.  Acting as secondary point of contact to all clients and assisting in the planning and execution of sales campaigns.

RESPONSIBILITIES

• Responding to client telephone calls, emails, letters and faxes where directed by Relationship Managers
• Assist Relationship Managers in achieving targets
• Provide cover for Relationship Manager during illness/holidays/business trips/courses/internal meetings
• Inputting/verifying data for internal money laundering programme
• Monitoring and taking action on all service requests for Relationship Manager
• Control workflow to document imaging
• Record all Activities in SIEBEL
• Checkin client signatures and balances for all payment requests
• Payment chasers/investigations
• Payment call backs
• Investigation of queries
• Updating KYC where necessary
• Visa card enquires

KNOWLEDGE AND SKILLS REQUIRED

• Proven communication and inter-personal skills at all levels is necessary in dealing with clients and colleagues by telephone and in person
• PC literacy – word processing / RIBS/ Email/Siebel/Excel/Internet Explorer
• Excellent organizational skills required to process demanding workload within required timescales
• Understanding of money laundering legislation and procedures
• Ability to cope under pressure essential to manage heavy flow of work
• Proven ability to deliver ad hoc project work to specific timescales
• Desire to fulfill a position where much responsibility is undertaken, often for the most valuable clients of the bank
• Desire to develop own relationship management skills by working closely with Relationship Manager
• Ability to work within a team and manage own workload without close supervision

APPLY HERE  

Or call Loraine on 832463. Alternativel email your CV to This e-mail address is being protected from spam bots, you need JavaScript enabled to view it

Quote reference number: 1080