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Rebecca Poulter Recruitment Limited
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London, Greater London
Relationship Managers Assistant
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Job Type: Full-time |
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Salary: £35,000 per annum |
Overview
We have an opportunity for a candidate with proven Private Banking experience to join this Private Bank in the City of London. The main focus of the role is supporting the Relationship Managers and providing excellent customer services to high net worth clients. You will attend client meetings, taking notes, completing all the customer paperwork and updates, co-ordinating with other departments of the Bank. You will deal with clients on a daily basis so you must have excellent communication skills. You will prepare straightforward and more complex lending propositions at a high standard, preparing new customer documentation. Providing cover for Senior Relationship Managers when needed, business development support to RMs Prepare and undertake customer reviews, monitor daily overdraft positions, prepare and send out client correspondence. To apply you must be in the process of obtaining CeMAP level 3 or be willing to complete within the first year of joining the bank. Be A'Level educated with a minimum of five GCSEs including Maths and English