Private Banking Officer - Client Services Team

Published: June 15, 2017
Location
Job Type
Category
Country
Jersey
Job Reference
214/14463/RH0617

Description

Our client seeks the ideal person to undertake client transactions including stock and money transfers and payments, monitor client debit/credit balances and client portfolio holdings on internal systems; co-ordinate corporate Banker activities on all corporate actions; market client debit cards; maintain up to date client list, proposition details and account details; manage incoming client mail, calls and referrals; schedule and track annual review process by Team; monitor SLAs; ensure remediation of KYC data; drive processes for take on/death/closure of account.  The successful candidate will ideally be studying towards CISI IAD Level 4/equivalent; team player; client focused; innovative; FSA regulatory and commercially and financially aware; strong organisational, client relationship management and admin skill; previous similar finance experience.

Five years continuous residence in Jersey required.

Recruitment Contact Tel/Email

For more details contact Ross Hunter on 888345 or ross.hunter@thomasdessain.com

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