Our client is seeking to appoint an Associate Private Banker to support the Private Bankers in implementing client advice. The role is intended for those aspiring to be Private Bankers. They will work towards obtaining the required qualifications needed to be RDR compliant in preparation for being ready to transfer in to a Private Banker role.
The successful candidate will 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.
You would regularly attend meetings with Senior Private Banker(s)/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.
The successful candidate will have knowledge of business processes, standards, policies and procedures, have the ability to understand client circumstances and identify high risk/vulnerable clients to assess suitability, have strong verbal and written communication skills, have good numeracy skills, knowledge of internal risk management, compliance, AML procedures and constant vigilance in respect of them, have reliability and show attention to detail.
To apply for this role please send a copy of your CV to firstname.lastname@example.org please note applications can only be taken from candidates who are in the possession of a Guernsey Resident Working Permit.
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