IAD Level 4 Private Banking Assistant Manager - Piccadilly, Staffordshire, United Kingdom, B78 2


We are looking for a candidate who is looking for a new challenge in Private Banking, is CF30 qualified or in the process of studying or would be happy to study in this new role.

You will report in to the Senior RM, the Assistant Manager is responsible to manage the administration of banking and client related matters, this includes execution and monitoring of bank transfers and payments, FX transactions, monitoring and fixing of bank deposits, the execution and monitoring of securities transactions.

To assist the Relationship Managers in preparing credit applications and reviewing the existing credit facilities. Prepare the annual investment reviews

Inputting of payments, deposits, loans, FX deals and transfers on Globus, inputting of securities transactions into system.

Opening of new accounts, ensuring the client file is complete and all forms and due diligence are properly completed and prepare the client approval files

Assist with preparation of new credit applications and review of the existing credit facilities.

Assist with preparation of client information packs, account opening forms and credit applications and to provide factual correct and complete input

Assist with preparation of periodic client reviews such as PEP, high- and standard risk clients, credit and investment reviews

Assist with preparation of their client meetings including booking of meeting rooms and venues, the preparation of forms, valuations and documents

Dealing with and follow up on client correspondence such as letters, facsimiles, emails and with client telephone calls and to keep the Relationship Manager informed about all client interactions and steps taken

Maintain clear, comprehensive and up-to-date client, business and transaction records on own interactions with clients at all times

Execute client payment instructions according to the Payment Services Directive (PSD) and in accordance with internal procedures including proper client identification, call backs and record keeping

Assist the Relationship Manager according to instructions in tasks including, but not limited to order new and replacement cheque books

To upload and retrieve client documentation and correspondence on and from the Bank's storage system, diary management and document filing, update the Bank's client database systems

To apply you must have solid private banking experience and be ideally IAD Level 4 qualified or looking to be in your new role.