Responsible for providing full support to a team of Wealth management Consultants and generally assisting with the wealth management of a portfolio of high net worth clients. Acting as a supporting point of contact to all clients and assisting in the planning and execution of investment and sales.

RESPONSIBILITIES:

• Relationship Management
• Responding to client telephone calls, e-mails, letters and faxes
• Assist Wealth Management Consultants in achieving sales targets
• Assist Wealth Management Consultant in reporting back to Head of Private Banking on various sales related figures and all requirements under the HNW Strategy
• Ensure that all Risk & Compliance procedures are adhered to in respect of the Wealth Management Consultants portfolio of clients
• Inputting/verifying data for internal anti money laundering programme
• Monitoring and taking action on all service requests for Wealth Management Consultant
• Managing the Banking and Investment Administrative requirements, in close liaison with Middle Office and other areas of the business, for the Wealth Management Consultant’s portfolio of clients

Service Excellence

• Responding to client telephone calls, e-mails, letters and faxes
• Assist Wealth Management Consultants in achieving sales targets
• Assist Wealth Management Consultant in reporting back to Head of Private Banking on various sales related figures and all requirements under the HNW Strategy
• Ensure that all Risk & Compliance procedures are adhered to in respect of the Wealth Management Consultants portfolio of clients

Business Performance

• Assist the HNW Private Bankers to achieve annual asset growth targets
• Assist the HNW Private Bankers to achieve annual revenue growth targets
• Assist the HNW Private Bankers to achieve annual cross sell ratios

SKILLS:

• Proven communication and inter-personal skills at all levels is necessary in dealing with clients and colleagues by telephone and in person
• Understanding of fundamentals of buying/selling currencies
• PC Literacy – word processing/ RIBS/ Milvus/ Email/ Sibel/ CHS/ CABS/ Excel/ Internet Explorer/ Sales Tracking
• Excellent organisational skills required to process demanding workload within required timescales
• Understanding of money laundering legislation and procedures
• Ability to cope under pressure essential to manage heavy flow of work whilst ensuring attention to detail.
• Proven ability to deliver ad hoc project work to specific timescales