Banking Jobs in Guernsey

Private Banking Assistant

Job Ref: LF 20016
Posted: 2018-06-13
Leapfrog Jobs

Our client, a specialist in wealth management, is seeking to recruit a Private Banking Assistant.

Location

Guernsey, Channel Islands

Responsibilities

Provide administrative support to Private Bankers, complete required paperwork and record maintenance, assist with the administration of various client reviews and respond to client queries.
Use time effectively, balancing own workload with the use of other resources to deliver a high quality of service.
Maintain excellent professional standards through appropriate training and development and keep up to date with developments in the market place.
Work effectively and successfully within the team and corporate framework.
Perform all duties in accordance with the principles outlined in the Group Code of Conduct as well as the policies and procedures, to ensure a culture that treats clients fairly and focuses on the long-term sustainability of client relationships.
Manage incoming client mail, calls and referrals.
Track all incoming client queries along with actions arising from client meetings and calls.
Respond to all client valuation, statement or audit requests.
Track routine client reporting processes and escalate with bankers as necessary.
Ensure all client engagement documentation is recorded appropriately on client files within strategic archive.
Obtain reports for all clients on issues arising at client touch points outside of Private Banking.
Monitor key processes and client service levels for all clients validating compliance, time and quality targets.
Coordinate all client service remediation activities, including calls and letters to client.
Validate up to date client procedures and documentation from Business Assurance, Operations, Compliance or Legal.
Monitor client portfolio holdings on internal systems.
Drive the documentation process for client take on, client closure, client death, new account set up, closure of dormant accounts, Trust estate processing, portfolio creation, stock transitions and transfers.
Manage client file details and ensure remediation of all incomplete KYC data.
Initiate client transactions and stock transfers, ensuring regulatory compliance.
Follow client instructions on standing orders and payment processing, including engagement on sanctions checks.
Monitor client debit and credit balances and take appropriate action where necessary.
Adhere to call back procedures.

Skills / Qualifications

The ideal candidate will have a background in banking or considerable finance experience to transfer solid administration and client services skills from, such as Funds or Trust. To hold a relevant professional qualification would be preferable however our client is happy to support study and career progression, such as enrolling for the Investment Advice Certificate / Diploma and progressing to Private Banker level. Applicants will be confident in being the main point of contact for clients, being reactive to their needs, exercising excellent communication skills and contributing to the dedicated client service team, as well as applying strong IT knowledge. This role will suit a highly adaptable, organised and motivated individual who approaches tasks with effective prioritisation, time management and team work abilities, consistently applying attention to detail.

How To Apply

For further details please call 711188, or email jobs@leapfrogjobs.com
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