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 with more than 3 years experience, for a private bank based in Monaco.
Annonce à consulter sur EMPLOI MONACO, le Premier Site Emploi de la Principauté :
Client servicing 60-70%
Acts as the key point of contact for a portfolio of clients dealing with day-to-day administration across the range of services and products which includes payments processing, credit cases submissions, client on-boarding and client data maintenance.
Responds in a timely and professional manner to client requests, owning task execution end to end, working pro-actively with Operations and various departments to ensure delivery, resolve issues and reduce/remove errors.
Maintains the system record of client requests, situation, events, and reports.
Performs daily operations and transactions on clients’ accounts.
Complies with all corporate policies, front office procedures, regulatory and internal/external audit requirements and managing risk and control.
Assists Private Bankers in ensuring adherence to regulatory and Wealth requirements.
Keeps Private Bankers completely informed of interactions with clients and share any insights gained through client servicing, routing clients to bankers when conversation moves toward giving advice or when a sales opportunity is identified.
Assists the Private Bankers in administration and management of client relationships including attending meetings (to observe/take notes), preparation of CRM notes, drafting of letters and other documentation, annual client reviews all overseen and signed-off by the Private Banker.
Sales support 30-40%
Supports Private Bankers to develop sales pitches and identify target clients for particular products.
Supports the Private Banker in managing their client portfolio through analysing client book to for example : identify and re-home low value / low potential clients, identify clients with substantial cash balances, recognise specific client needs and the opportunity they present.
Organises and supports Bankers’ preparations for client success, for example, preparing a full client brief in advance of a meeting ; researching a prospect ; preparing relevant documentation etc…
Attends client meetings and events to establish strong and enduring working relationships
Maintains an up to date working knowledge of the markets, economic position, BW research view and product set and is able to provide a view of these to the Private Banker
1 to 3 years experience.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.
©EMPLOI-MONACO.COM, le Premier Site Emploi de la Principauté :
Please send your application via Email :
Contact Person : Marc Tambone
+33 1 42 21 11 00