Relationship Support Officer (Private Banking)
other jobs Montpellier Resourcing
Added before 4 Days
- England,London
- full-time
- £35,000 - £45,000 per annum
Job Description:
URGENT REQUIREMENT DUE TO BUSINESS GROWTH
Up to £45,000 plus bonus and benefits
Hybrid working available
Due to exciting growth and business needs, a fantastic opportunity has arisen to join a boutique Private Bank in the heart of London, as they seek a high-level support assistant to work directly with the company’s Director and lead Relationship Manager. We are seeking candidates with minimum 5 years’ experience working within private banking and / or investment management, who are seeking a dynamic role where they can get involved with a bit of everything! This role will involve areas of business support, onboarding new clients, managing invoices and payments etc and MUCH MORE.
Duties of the Relationship Support Officer to include:
* All-round administrative skills. This will involve diary management, client liaison, meeting scheduling, preparing briefing packs for client meetings, liaising with stakeholders and much more!
* Efficiently handled all KYC requests and onboarding processes for new clients, service providers, counterparties etc. This will involve handling client documentation, and ensuring this is all stored securely on the company system.
* Supporting with the firm’s compliance activities.
* Supporting the CEO with any ad hoc projects, including HR and recruitment, people management, event organisation
* Supporting with accounting functions, including invoices, accounts receivable / payable
Requirements for the successful candidate to include:
* Strong administrative skills are essential (e.g. diary management, scheduling, coordinating itineraries etc)
* Previous experience working within private banking and/or fund/asset management highly desirable
* Must be seeking a dynamic role where you will be given autonomy over your work. We are seeking someone proactive and hard-working who is happy to get involved with a little bit of everything
This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Resourcing Associates Limited are those of an Employment Agency.
Up to £45,000 plus bonus and benefits
Hybrid working available
Due to exciting growth and business needs, a fantastic opportunity has arisen to join a boutique Private Bank in the heart of London, as they seek a high-level support assistant to work directly with the company’s Director and lead Relationship Manager. We are seeking candidates with minimum 5 years’ experience working within private banking and / or investment management, who are seeking a dynamic role where they can get involved with a bit of everything! This role will involve areas of business support, onboarding new clients, managing invoices and payments etc and MUCH MORE.
Duties of the Relationship Support Officer to include:
* All-round administrative skills. This will involve diary management, client liaison, meeting scheduling, preparing briefing packs for client meetings, liaising with stakeholders and much more!
* Efficiently handled all KYC requests and onboarding processes for new clients, service providers, counterparties etc. This will involve handling client documentation, and ensuring this is all stored securely on the company system.
* Supporting with the firm’s compliance activities.
* Supporting the CEO with any ad hoc projects, including HR and recruitment, people management, event organisation
* Supporting with accounting functions, including invoices, accounts receivable / payable
Requirements for the successful candidate to include:
* Strong administrative skills are essential (e.g. diary management, scheduling, coordinating itineraries etc)
* Previous experience working within private banking and/or fund/asset management highly desirable
* Must be seeking a dynamic role where you will be given autonomy over your work. We are seeking someone proactive and hard-working who is happy to get involved with a little bit of everything
This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Resourcing Associates Limited are those of an Employment Agency.
Job number 1122642
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Company Details:
Montpellier Resourcing
The ethos behind the Montpellier brand is to create a boutique style offering encompassing a large company service with the added personal approach no...