Associate Private Banker
Job Ref: LF
27250
In this role, you will provide client relationship management support to Private Bankers, and enhance the reputation of the Bank for providing high quality relationship management.
Location
Guernsey,
Channel Islands
Responsibilities
Duties will include, but are not limited to;Proactively managing Bankers’ portfolios.
Diarising and preparing for client meetings with Private Bankers.
Attending meetings with Private Bankers and assisting with the completion of Investment Suitability Reviews and Credit proposals.
Completing required paperwork and record maintenance post client meetings.