JUMPWORK

ASSISTANT PRIVATE BANKER (H/F)
CDI - 45/55K€ - Monaco

Annonceur : JUMPWORK
Référence de l'annonce : 19442
Type d'annonce : Offres
Date de publication : 17-04-2018
Fonction recherchée :
Type(s) de contrat :
Secteur(s) d'activité :

JumpWork, recruitment company dedicated to the financial sector, supports private banks, investment banks, asset management companies and family offices in their needs of specialized profiles. True partner of proximity, our team of specialists brings to its candidates its expertise, its network and its time. We are currently looking for an Assistant Private Banker, for a private bank based in Monaco.

DUTIES :

- Assist Private Bankers in 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...
- Respond in a timely and professional manner to client requests, owning task execution end to end, working pro-actively with Operations, Business Management to ensure delivery, resolve issues and reduce / remove errors.
- Assist Private Bankers in ensuring adherence to the Global KYC policy and complying with all regulatory and Bank requirements/procedures/controls and recognizing/managing risk.
- Identify opportunities to improve current procedures and ways of working to the benefit of clients and along with aiding in the implementation of the change.
- Support and monitor relationships with the clients, working alongside the Private Banker to ensure quality service is provided at all times.
- Act as the key contact point for clients dealing with day-to-day administration across the range of services and products.
- Handles incoming mail, faxes and phone calls from clients, interacting with the relevant support departments and confirming all relevant actions to the clients.
- Addresses and solves clients’ administration inquiries in order to provide high quality personalised service.
- Perform daily operations and transactions on clients’ accounts.
- The role holder will maintain an up to date working knowledge of the markets, economic position, Bank’s research view and product set thus being able to provide a view of these to the Private Banker.

PROFILE :

The role holder possesses Integrity, is positive and self motivated, has good interpersonal skills and adopts a team focus. The ideal candidate has excellent ability to plan and organise work and set priorities, and to multi-task, has the ability to make clear presentation of information both written and oral, to solve problems using a rational approach and has effective listening and communication skills. The role holder has interest in financial markets, has the ability to work under pressure with a heavy workload, has excellent customer service skills & sensitivity to the needs and profile of high net worth clients. The successful candidate is a team Player, possesses a commercial approach to tasks and the initiative to think things through and the prudence to refer.

PS :

Merci de transmettre votre candidature via notre site internet :
http://www.jumpwork.fr/jumpwork-espace-candidats.html#anchor-Postulez

Contact :Marc Tambone
Tel : +33 1 42 21 11 00
marc.tambone@jumpwork.fr
www.jumpwork.fr

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JUMPWORK

Site Internet : www.jumpwork.fr

Email : marc.tambone@jumpwork.fr

Adresse :

136 Rue de Rivoli
75001 Paris