We have a great opportunity for a private banking assistant/client support officer

In this role, you will have responsibility for assisting Client Relationship Officers with banking administration and client-related matters and you will also work closely with the MD. Your duties are likely to include making transfers and payments, foreign exchange administration, monitoring and fixing bank deposits, and processing purchases and sales of securities. You will have client interaction and will be responsible for the liaison with internal stakeholders such as Operations, Compliance, and offshore entities as required. Activities will include the promotion, recommendation, and arranging of banking and investment products and services.

Requirements:

• Strong banking background (5+ years experience)
• CISI Investment Advice Diploma (Level 4) is desirable but not essential.

For more information on this role please contact Stu on 707816 or email your CV to jobs@excel-recruitment.com