Private Banking Assistant Private Banking Assistant …

MW Recruitment
in London, England, United Kingdom
Permanent, Full time
Last application, 17 Sep 19
TBC
MW Recruitment
in London, England, United Kingdom
Permanent, Full time
Last application, 17 Sep 19
TBC
A private bank wish to recruit a relationship manager's assistant to provide a wide range of support to senior relationship managers and provide cover where required.

Main duties of the role include:

  • Preparation of lending propositions to the required standard.
  • Provide business development support to senior relationship managers and cover desk when necessary.
  • Prepare new customer documentation and manage security documentation and maintain security database.
  • Organisation, arrangement and preparation of business development and client meetings.
  • Adhere to the department's risk management regime by ensuring duties are conducted in controlled and compliant manner.
  • Contact with clients on day to day basis.

 

Requirement for the role (Qualifications/Experience)

  • CeMAP qualified or willing to complete within 12 months of starting. 
  • Educated to a degree level is desirable.
  • Experience in the financial services looking after HNW clients.
  • Knowledge of financial markets and economy in general.
  • Good understanding of Regulated Mortgage Contracts and Consumer Credit Act regulations.

If you wish to be considered for this opportunity please apply now.

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