Greek/English Speaking Relationship Managers Assistant

Rebecca Poulter Recruitment Limited
30000.00 - 33000.00 GBP Annual + plus bank benefits
21 Jun 2017
19 Jul 2017
Contract Type
We are looking for a candidate who has some experience in Private Banking, with experience in direct client interaction. You must be fluent in verbal and written Greek and English

This is a twelve month contract in a busy team in this Mayfair Bank in London.

You will report into the Director in Private Banking where you will assist the Relationship Managers/Client Liaison Officer in preparing client information packs, account opening forms and credit applications and to provide factual correct and complete input

You will assist the Relationship Manager in preparing periodic client reviews such as PEP, high- and standard risk clients, credit and investment reviews

To assist in preparing their client meetings including booking of meeting rooms and venues, the preparation of forms, valuations and documents

Preparing their business trips including booking of transport and accommodation and preparing business expense claims, in coordination with the Relationship Manager and the team, to provide coverage for other assistants during their absence

To deal with and follow up on client correspondence such as letters, facsimiles, emails and with client telephone calls and to keep the senior managers informed about all client interactions and steps taken

To maintain clear, comprehensive and up-to-date client, business and transaction records on own interactions with clients at all times

Process client payment instructions according to the Payment Services Directive and in accordance with internal procedures including proper client identification, call backs and record keeping

To arrange securities transactions, FX deals, term deposits and cash collections and deposits in compliance with the Bank's relevant guidelines and procedures.

To assist the RMs according to instructions in tasks including, but not limited to ordering new and replacement cheque books, to manage hold mail clients and delivery

To upload and retrieve client documentation and correspondence on and from the Bank's storage system.

To apply for and to prepare replies to bank reference requests for and on behalf of the Bank's clients, to answer calls and to take messages, to prepare business expense claims, to monitor activities on client accounts.

To constantly be aware of financial crime /AML and fraud risk and any other risks.

To apply you must have some UK experience working in a Banking in a similar client focused role.