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Private Banking Support - London, United Kingdom,

£38k

Private Banking Support - Core responsibilities
Assist the team in daily support duties to provide a high level of customer service to Private Banking clients
Support to schedule customer appointments as well as event planning
Preparation of marketing literature and co-ordination of the RMs business trips including:
o Co-ordinating trip documentation requirements

o Printing and binding of marketing literature, reports and Prospectus
o Updating and coordinating relevant documents for client distribution
Liaise with the Operations department on client transfers and following up client instructions
Involved in the greeting of clients as part of the front of house coverage
Handling client calls and meeting clients in the absence of a Relationship Manager
Opening new accounts, making sure all the relevant paperwork is complete
Monitor all activity on all client accounts, ordering cheque books, etc.
Monitoring Fixed Deport maturity dates and renewing the same as per client's instruction
Assist the RMs with maintaining updated KYC information and AML monitoring
Assisting with reviews of existing client files due to ongoing regulatory changes
Writing and updating call reports and monthly pipelines
Assist with various special projects as instructed
Filing and general administration support to Private Banking


In addition to the duties listed, the employee may, from time to time, be required to perform other duties assigned by the Manager


Client Relationship Management and Acquisitions - Back up support for Banking Services team as and when required and requested by HoPB


To be conversant with a wide range of Retail Banking products and services, to be competent in discussing basic banking products and services, including lending products, with all clients.
To act as an effective "trusted advisor" in the delivery of these services to clients, assisting in delivering the optimum financial solution to clients at all times
Responsible for account opening for new to bank customers
Provide product and service information, advice and relevant products and services to customers to increase their awareness and promote their usage.
Understand when to bring in Wealth Management RM and/or Product Specialists when specialized advice is needed and identify cross sell opportunities and refer business to the appropriate other areas of the bank (e.g. Wealth Management, Corporate Banking, etc.)
Create and exploit opportunities to promote and sell a portfolio of products and services
Accountable for regular monitoring of client satisfaction and service quality levels by ensuring that client expectations are consistently met and exceeded
To complete security call-backs to clients to confirm any email instructions or instructions over guideline thresholds
Apply, and comply with, relevant processes, procedures and controls to meet the unit's needs while providing efficient service to customers
To be responsible for ensuring up-to-date compliance, KYC and client profile for each client as well as maintaining a high level of confidentiality at all times
Maintain strict control of confidential documents / secured negotiable items to prevent loss or misuse
To document all meetings held with clients and contribute to the reporting processes established in the unit
To be able to recognize and address customer problems and complaints to achieve satisfactory resolutions, referring issues beyond the role limit to appropriate points of reference in accordance to the bank's procedures and FCA regulated processes
To comply with the above policies on an ongoing basis and report any suspicious transaction immediately to the supervising manager(s)