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Private Banking Executive - Russian Speaking - £18ph

Eingestellt von Alexander Ash Consulting Ltd

Gesuchte Skills: Client, Support

Projektbeschreibung

My client a financial services organisation is currently looking for a private banking executive who can speak fluent Russian, the position is an hourly paid role working on a contract basis with the business please see below for a list of the accountabilities and requirements which need to be reached to obtain the role.

CORE ACCOUNTABILITIES:

60-70% CLIENT ADMINISTRATION

- Assists Private Bankers in administration and management of day-today administration on client relationships including attending meetings (to observe/take notes), preparation of file notes, drafting of letters and other documentation, annual client reviews, etc all overseen and signed-off by the Private Banker.
- Responds in a timely and professional manner to client requests, owning task execution end to end, working pro-actively with Operations, Business Management and GI&S to ensure delivery, resolve issues and reduce/remove errors
- Good overall knowledge of information systems
- Assists Private Bankers in ensuring adherence to the Global KYC policy. Complying with all regulatory and Wealth requirements/procedures/controls and recognizing/managing risk.
- Identifying opportunities to improve current procedures and ways of working to the benefit of our clients and BW along with aiding in the implementation of the change.
- Conform with the requirements of the T researching a prospect; identifying relevant newspaper articles etc.

30-40% DAY-TO-DAY CLIENT CONTACT - SALES SUPPORT

- Supports and monitors relationships with the clients, working alongside the Private Banker to ensure quality service is provided at all times
- Ensures quality, accurate and timely execution of all client and administrative items and reporting of all risk events and complaints
- Acts as the key contact point for clients dealing with day-to-day administration across the range of services and products
- Acts as liaison between Private Banker and specialist product areas, eg Investment Management, Credit, Fiduciary, etc. to ensure the smooth operation of all services, eg
- Handles incoming mail, faxes and phone calls from clients, interacting with the relevant support departments and confirming all relevant actions to the clients.
- Prepares letters and ad-hoc reports for clients and drafts letters for Private Bankers
- Addresses and solves clients' administration inquiries in order to provide high quality personalised service.
- Performs daily operations and transactions on clients' accounts.
- Maintaining an up to date working knowledge of the markets, economic position, research view and product set thus being able to provide a view of these to the Private Banker

ROLE REQUIREMENTS:

- Russian speaker
- Knowledge of regulatory issues/IPB procedures
- Technically minded with strong PC skills (Word, Excel, Powerpoint)
- Sound knowledge of banking, and operational procedures, plus lending and understanding of security requirements
- Relevant experience (client facing) in a PBE role or similar industry role
- General understanding of Bank's products and services
- A good understanding of the local regulatory requirements
- Strong investment, fiduciary and banking product knowledge
- Able to demonstrate up to date knowledge of relevant changes in the marketplace, products, legislation and regulation and understands the implications to the role (eg anti-money laundering & KYC). Also able to demonstrate integrity and adherence to compliance policies and procedures

If you feel this opportunity fits your background then please apply now and I will be in touch shortly.

Projektdetails

  • Vertragsart:

    Contract

  • Berufserfahrung:

    Keine Angabe

Geforderte Qualifikationen

Alexander Ash Consulting Ltd