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Private Banking Assistant, Permanent, Isle of Man

We are recruiting for a highly motivated and personable Private Banking Assistant to join our client on a permanent basis. The successful candidate will be supporting Private Bankers to provide an outstanding level of service to clients.

The Role...


Your main duties will include providing vital support to Private Bankers, assisting them in meeting clients needs and performance goals. As a key contact for clients, you?£?ll be strengthening relationships, ensuring they are greeted in a warm, professional manner and are efficiently passed onto relevant advisers, you will
Arrange briefs for client appointments, identifying suitable product needs, supporting diary management, arranging reviews and engaging with specialists where appropriate
Make sure that all reports, documentation and systems recording are accurate with spelling and grammar and adheres to internal processes and procedures
Prepare profiles, meeting notes, wealth balance sheets, quotations and support marketing and application materials
Prepare client communications, including letters and care calls
Take ownership of administrative tasks, including ordering business cards, manning paper records with external suppliers, booking travel and scanning/indexing

About You...


You will have outstanding verbal and written communication skills with the ability to work with high levels of accuracy. You will need
The ability to work within a sales and service culture
Experience of working in a fast paced, regulated environment
Excellent client relationship skills with knowledge of investment, credit and financial planning products
Minimum of 5 GCSEs grade C and above including English & Mathematics

The Reward...


You will receive a competitive salary and flexible benefits package
Central Douglas location
Core business hours, 9 till 5 working week
 

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PP9864
Competitive
Martin Cowan
Executive Recruitment Consultant
01624 665115
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