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A small prestigious international bank is seeking a dynamic individual to assist a team of Relationship Managers.
Your duties will be varied to include:
* Supporting RM’s to manage their client portfolio including annual reviews/credit applications etc
* Assisting with KYC procedures: onboarding clients, conducting reviews, and performing CDD
* Handling account openings, processing debit/credit card requests for clients, and addressing transaction inquiries
* Providing assistance to clients during branch visits
* Maintaining Private Banking diary and client files
Your experience must include:
* Proven relevant experience in Private Banking support, including account opening processes and KYC/CDD
* Strong teamwork skills with a proactive approach to delivering exceptional client service
* Excellent presentation and communication skills (both written and oral)
* Proficiency in MS Office: Excel, PowerPoint
Please note this role will be working 5 days a week in the London office