Associate Private Banker - Intermediaries Team - 22000P51
- Job Reference: 8018
- Date Posted: 9 September 2022
- Website: https://www.thomasdessain.com/
- Location: Jersey
- Salary: On Application
- Sector: Banking & Financial Services
- Job Type: Permanent
- Work Hours: Full Time
The successful candidate is required to support the Private Bankers with Client/Asset gathering, maintenance of existing client book and actively assisting further expansion.
- Provide administrative support to Private Bankers. Complete required paperwork and record maintenance, participate in various projects, respond to client enquiries and provide administrative co-ordination with all areas of the bank and, where necessary the wider Group entities.
- Regularly attend meetings with Senior Private Bankers/Directors and assist with the completion of various client reviews (e.g. Suitability Reviews, Periodic reviews, Static reviews) and Credit proposals ensuring full understanding of the on-boarding process and have the ability to document client circumstances appropriately, with the ability to identify high risk and vulnerable clients.