Banking

Assistant Private Banking Relationship Support

Published:
1st March 2023
Location:
City of London, United Kingdom
Category:
Banking  
Job Type:
Salary:
£28,000 - £30,000
Role:
Front Office

Description

Prestigious International bank is seeking Private Banking Assistant to join their existing team. You will be supporting Private Banking Relationship Managers in their day-to-day activities: account opening, amendments and closing, follow up on debit cards/internet banking, AML, and credit tasks. You must be able to read and speak Arabic fluently

Key responsibilities

  • Account opening: prepare account opening packs, do WorldChecks, risk assessments (personal and corporate), adverse media, prepare and email/post to new customers the bank's welcome letters.
  • Handle and manage client relationship transfers between the banks Retail and Private Banking departments.
  • Debit cards: ensure timely order of debit cards, activation, cancellation, activation, and handle all fraud investigations and refunds.
  • Internet banking: Assist customers to register to internet banking, activate their registration, unblock their access, and answer any query related to this service.
  • Credit: prepare and follow up on all Customer information sheet requests, the Private Banking Assistant can prepare the risk modelling template for the credit application.
  • Periodically or as deemed necessary, communicate to customers all pertinent information on the status of their funds.
  • Always preserve customer confidentiality, paying particular attention to the security of documentation and communications. Also, adherence to instructions for safeguarding information and not disclosing any information about customers to a third party without the customer’s written approval, or otherwise in compliance with legal/statutory requirements.
  • Adhere to banks policies such as Financial Crime Policies and Procedures.
  • Perform duties with reasonable skill and diligence.
  • Work closely with relationship managers in other ad-hoc client and bank related tasks.

Qualification:

  • University degree in Accounting/Economics/Business Admin.

Experience:

  • Up to 3 years of banking experience
  • Good understanding of cultural sensitivities and issues
  • Sound knowledge and understanding of financial markets

Essential Competencies

  • Fluency in Arabic and thorough understanding of Middle East culture
  • Good understanding of cultural sensitivities and issue
  • Good communications, presentation, and interpersonal skills
  • Good communications, presentation, and interpersonal skills

Skills

  • Good analytical skills focus
  • Sound management skills
  • Good customer relations skills
  • Good listener, self-control and patience

 

Ryan Kaye

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