Leading London Private Bank are looking for a Relationship Managers Assistant to join a growing team working with HNW Clients both Institutional and Private Clients. This is a great opportunity for the right person and a career path for someone that wants to progress.

Previous Private Banking Experience is Highly desirable.

Principal duties and responsibilities:

  • Provide desk cover for Senior Relationship/Relationship Managers
  • Prepare straightforward lending propositions to the required standard
  • Manage security documentation and maintain security database, instruct lawyers in the preparation of the bank's security
  • Good understanding of Regulated Mortgage Contracts and Consumer Credit Act regulations
  • Prepare new customer documentation
  • Arrangement, organisation and preparation of customer and business development meetings
  • Attend meetings with the Relationship Manager and prepare memoranda of notes as required
  • Business development support to Relationship Managers
  • Customer contact on all day to day issues
  • Letters to customers and professional intermediaries
  • Prepare and undertake customer reviews
  • Monitor daily overdraft positions
  • Adhere to the department's risk management regime by ensuring duties are conducted in a controlled and a compliant manner