On behalf of a Private Bank we are looking for a Relationship Manager Assistant immediately available for a long term interim assignment.
The role provides an excellent opportunity to work with sophisticated UHNW clients and their requirements.
Maintain close contact with clients of the assigned Private Bankers.
Understanding problems and providing creative solutions to clients.
Control and complete with the Private Bankers all KYC / IOS reviews
Ensure compliance with all legal and regulatory requirements in line with the policies
Understand how to execute transactions across the financial products
Liaise KYC and Client Services teams in order to facilitate account opening, transactions, investments
Partner with Private Bankers to develop comprehensive understanding of client needs and to assist in executing specific account strategies, proposing solutions and negotiating standard transactions
Capture and maintain client information, call reports and Banker pipeline reporting.
Participate in client meetings and account reviews to understand the client's requirements
Help identifying new sales opportunities and provide innovative support in marketing strategies.
Provide sales support to the Private Bankers through joint calls and work closely with product specialists and transactions support personnel to implement client decisions as well as ensuring after-sales follow-up.
Proven experience working in a Private Banker support role with a high degree of direct client interaction
Demonstrates extensive knowledge of all banking systems, platforms and capabilities.
Proven experience in a front office environment dealing directly with clients.
Numerate, analytical mind, with strong problem-solving skills.
Fluent in English
A University degree is preferred
Internal Number: 10868216
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