Flexible Work, Better Balance
Responsible for providing administrative and client service support to Relationship Managers (RM) within the front office function servicing Private Banking clients. Provide administrative and client service support to Relationship Managers servicing Private Banking clients. Respond to all client enquiries and instructions and provide resolution to most issues and requests. Monitor transactions and activities in client accounts. Support RMs in the provision of financial advisory services to clients. Maintain client data and reports, such as: contact lists, account numbers, facilities details, status of credit reviews/renewals, etc. Handle administrative duties including scheduling of appointments, preparing correspondences, making travel arrangements, arranging meetings and receptions, producing presentation materials. Coordinate with Product Groups, Operations and other functional areas as necessary. Ensure adherence to internal and external regulations and ...