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MW recruitment
,
London, Greater London
Private Banking Assistant - Lending
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Job Type: Full-time |
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Salary: £35,000 per annum |
Overview
A private bank wishes to recruit a private banking 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. Prepare credit applications and appropriate lending Ensure all non-regulated transaction correspondence is completed and communicated to clients, where relevant. Requirement for the role (Qualifications/Experience) CeMAP qualified - desirable Educated to a degree level is desirable. Lending experience (mortgages) Experience in the financial services looking after HNW clients.