Private Banking Assistant, Cyprus Coverage, Global Private Bank, London

Mandate Status: 
Active
Mandate Code: 
EBL004/2/11
- A global private bank is looking to add a Greek-speaking Private Banking Assistant to be responsible for all operational dimensions of daily banking activities
- The role works closely with clients and Private Bankers to provide a high level of sales and product experience and support the banker in all aspects of reporting and regulatory requirements

Requirements: 

  • Service orientated, with experience and understanding of dealing with private clients and supporting relationship managers
  • Understand client documentation and internal processes of a wealth manager
  • Attention to detail with a tendency to work independently and diligently
  • Solutions-oriented and proactive mindset
  • Excellent communication and presentation skills, both written and oral
  • Bachelor's degree or similar relevant qualification
  • Prior experience in a similar function is desirable
  • Excellent command of written and spoken Greek language is essential
  • Financial qualifications (CISI, IMC, CFA) are desirable but not essential

Responsibilities: 

  • Be the point of entry for all operational requests from bankers or clients
  • Lead the end-to-end account opening process taking into consideration the local regulatory specificities that drive the documentation requirements
  • Ensure a strict follow up of documentation (pendings, middle office, R&C lists) by contacting clients in coordination with banker in lead of the relation
  • Manage documentation flows (archiving and processing physical and electronic forms)
  • Lead KYC information gathering where required and update complementary documents in the systems when needed
  • Process workflow requests in the systems (client codifications, credit card requests, credit lines, pricing exceptions) and ensure relevant client documentation is captured in the systems (memos, orders)
  • Adhere to all existing policies and directives and support the implementation of new ones where needed
  • Process payments and transfers while ensuring call backs are systematically performed and support for other transactional activity where needed
  • Build a close relationship and understanding of the relevant internal stakeholders (Voyages, Middle Office, R&C) and be their point of contact for the team
  • Support administrative tasks where required

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