Private Banker Assistant (Foreign Bank)

Description

Provides high-quality administrative, operational, and client support to Private Bankers and Relationship Managers serving ultra-high-net-worth clients.

Coordinate client requests, preparing documentation,managing account-related processes, and ensuring a seamless and professional client experience.

Coordinate client requests and follow up with internal teams to ensure timely resolution.

Assist with account opening, account maintenance, documentation, and client onboarding processes.

Prepare client correspondence, presentations, reports, account summaries, and other supporting materials.

Coordinate meetings, calls, appointments, and client events.

Maintain accurate and up-to-date client records and ensure documentation is properly filed.

Liaise with internal departments including Operations, Compliance, Risk, Credit, Legal, Investment, and Product teams.

Monitor outstanding client requests and ensure appropriate follow-up.

Assist with KYC, AML and other regulatory and compliance requirements.

Handle sensitive client information with a high degree of confidentiality and professionalism.

Requirements

• Degree qualification preferably Finance, Business, Economics, Banking, or a related field.
• At least 1 year of relevant working experience as Private Banking Assistant.
• Highly organized, detail-oriented, discreet, and comfortable working in a fast-paced environment where confidentiality, accuracy, and responsiveness are essential.

R1108900