You MUST have proven experience in a Private Banking or Wealth Management environment to be considered for this role.

Main duties are:

· Controls in-coming funds

· Follows pending orders/limit orders

· Controls periodically or upon request, clients’ portfolios and profitability, checks accounts movements, clears outstanding debits.

· Transmits clients’ instructions, and follows them through to make sure they are properly executed and recorded.

· Prepares credit requests and renewals.

· Inputs transactions.

· Prepare investment recommendations taking into account the Advisory Desk information flow and the client profile.

· Prepare New and Existing Client Approval Committee files.

· Answers Clients queries and questions.

· Follows Market Information and Trends through specialised reading, in particular the information produced by the Advisory Desk

· Creates and maintains Client files.

· Follow up and control of Clients correspondence, internal or external.

· Keeps an updated Client Database, and chases missing information or document.

· Ensures that Client statements are duly sent.

· Completes All Required Forms for Large Transactions, Incoming and Outgoing Funds, or exceptional transactions.

· Writes call reports and relevant telephone memos.

· Assists the Private Banker when on a business trip or in a client meeting (Statements/Performance Reports/Cash Transactions/Research).

· Participates in Client meetings at the Bank if required.

If you have the relevant experience and are available immediately, please apply now or call 020 7464 1617.