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Our highly prestigious client is seeking a Private Banking Assistant to support our Relationship Managers in their day-to-day activities: account opening, amendments and closing, follow up on debit cards/internet banking, AML, and credit tasks. You will be required in the Mayfair office 5 days per week (no hybrid offered now or in the future unfortunately). Please only apply if this is 100% agreeable to you.
Key Duties
1. Account opening: prepare account opening packs, do WorldChecks, risk assessments (personal and corporate), adverse media, prepare and email/post to new customers the bank's welcome letters.
2. Handle and manage client relationship transfers between NBKI’s Retail and Private Banking departments.
3. Debit cards: ensure timely order of debit cards, activation, cancellation, activation, and handle all fraud investigations and refunds.
4. Internet banking: Assist customers to register to internet banking, activate their registration, unblock their access, and answer any query related to this service.5. Credit: prepare and follow up on all Customer information sheets requested from our international offices. Furthermore, the Private Banking Assistant can prepare the risk modelling template for the credit application.
6. Periodically or as deemed necessary, communicate to customers all pertinent information on the status of their funds.7. Always preserve customers’ confidentiality, paying particular attention to the security of documentation and communications. Also, adherence to instructions for safeguarding information and not disclosing any information about customers to a third party without the customer’s written approval, or otherwise in compliance with legal/statutory requirements.8. Adhere to NBKI’s policies such as Private Banking SOP and Financial Crime Policies and Procedures.9. Perform duties with reasonable skill and diligence.10. Work closely with relationship managers in other ad-hoc client and bank related tasks.
Compensation PackageSalary as above plus 30% appox on top
