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Relationship manager assistant private banking

London
Permanent
Prime Personnel
Relationship manager
Posted: 14 June
Offer description

A small prestigious international bank is seeking a dynamic individual to assist a team of Relationship Managers. Your duties will be varied to include: Supporting RMs to manage their client portfolio including annual reviews/credit applications etc Assisting with KYC procedures: onboarding clients, conducting reviews, and performing CDD Handling account openings, processing debit/credit card requests for clients, and addressing transaction inquiries Providing assistance to clients during branch visits Maintaining Private Banking diary and client files Your experience must include: Proven relevant experience in Private Banking support, including account opening processes and KYC/CDD Strong teamwork skills with a proactive approach to delivering exceptional client service Excellent presentation and communication skills (both written and oral) Proficiency in MS Office: Excel, PowerPoint Please note this role will be working 5 days a week in the London office. ADZN1_UKTJ

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