The role is a vital part of what makes my client a major player in the Corporate and Private Banking Market, by providing effective and highly skilled support to the Private Banking Manager and the portfolio of High Net worth Customers as well as being the main point of contact for both internal and external customers. Being able to identify opportunities for cross selling of products and services and providing leads to specialists.

Preparing all aspects of regulated correspondence with a view to being put through financial papers and qualifications. To liaise with portfolio and maintain all lending and customer files in line with procedures and audit requirements.

This is role where hard work and determination will be rewarded in career progression and development working towards completing CEFA, and other banking qualifications.

To be successful in the role should have a good background in financial services and relationship management. Excellent communication both written and verbal
able to work to deadlines and well under pressure

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