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Senior Private Banking Assistant - City, London, United Kingdom, EC1A2

£45-48k

A private bank wishes to recruit a senior PB assistant to provide wide range of support to senior bankers and provide cover where required.

Main duties of the role include:

  • Handle the daily queries relating to Private Banking clients.

  • Oversee and Set up all types of new client accounts, including completion of documentation

  • Review and action the daily and monthly reports including the associated administration.

  • Complete account administration; including account transfers and stationery ordering

  • Prepare credit applications (first draft) and appropriate lending and security documentation.

  • Ensure all non-regulated transaction correspondence is completed and communicated to clients, where relevant.

Requirement for the role (Qualifications/Experience)

  • CeMAP qualified - desirable
  • CIOBS professional banker certificate - essential
  • Educated to a degree level is desirable.
  • At least 4-5 years PBA experience
  • Knowledge of financial markets and economy in general.
  • Understanding of Regulated Mortgage Contracts and Consumer Credit Act regulations.