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Private Banking Executive

Job Ref: MF2733/JD Posted: 02-07-2009
Job Location: Greater Manchester Job Type: Permanent Full - Time
Job Salary: £27000 per annum
Job Category:
  • Direct Sales/Banking

  • Description
    Our client is a leading Wealth Management company with client assets of over £140bn globally. It serves affluent, high net worth and intermediary clients worldwide, providing international and private banking. The UK Private Banking team is now looking to recruit an Executive in the Manchester area. The Private Banking Executive will build and monitor relationships with clients, working alongside the Private Banker to ensure quality service is provided at all times, and proactively manage a portfolio of clients.

    Key responsibilities will include acting as the main point of contact for a portfolio of clients and dealing with day-to-day administration. Preparation of 'non-advice' letters and ad-hoc reports. Providing a Sales Support service to the Private Bankers and attending meetings to observe/take notes, annual client reviews etc. All duties to be carried out whilst adhering to compliance and delivered in a risk controlled way. Candidates must have a sound knowledge of banking and operational procedures, plus lending and understanding of security requirements. Ideally you will have an understanding of risk and control frameworks and procedures. Undergraduate Business or Finance related degree preferred but not essential



    Hillman Saunders Ltd is acting as an Employment Agency in relation to this vacancy.

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