Our client is seeking to appoint an Assistant Client Relationship Manager to provide key administrative and operational support to private banking clients and Relationship Managers.
Responsibilities:
- Processing of payments, investment orders, loans and deposits
- Support investment related initiatives and queries
- Support the account opening and account closure process
- Support ongoing account maintenance requirements
- Processing changes of circumstances
- Support periodic reviews
- Address a range of account and transaction-related notifications requiring action
- Support loan applications and credit card setup
- Client reporting (e.g. production of statements, valuations, advices, tax reports)
- Administration of Corporate Actions
- Support bank projects and testing of new systems/processes
- Preparation of packs/presentations for client and prospective client meetings
- Taking minutes and producing contact notes
- Supporting private bankers in business development and networking initiatives
- Supporting client events
- General administrative support and query management
Requirements:
- Relevant industry experience, preferably within a private banking or asset management environment
- Understanding of financial instruments and financial markets
- Strong communication skills; fluency in English is a must, additional languages are advantageous
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