Role Description :
An Associate Banker will provide excellent client service in partnership with the Private Banker.
The role works closely with clients and Private Bankers to provide a high level of sales and product experience and support the banker in all aspects of reporting and regulatory requirements.
Solid knowledge of bank products and regulatory requirements are required.
Maintain close contact with clients in conjunction with the assigned Private Bankers.
Exceed client expectations by thoroughly understanding problems and providing creative solutions.
Control and complete with the Private Bankers all KYC / IOS reviews and maintain document deficiencies to a minimum.
Ensure compliance with all legal and regulatory requirements in line with the policies of the PB.
Understand how to execute transactions across the broad array of products
Review / work with Client Services Officer in all daily cash management duties to escalate to clients and Private Bankers.
Liaise / work with On-Boarding and Client Services teams in order to facilitate account opening / transactions / investments and liaise with client to ensure completion of the mandatory documentation and to receive duly authorised instructions.
Work in partnership with the Private Banker team including CSO to address the financial needs and expectations of the client
Partner with Private Bankers to develop comprehensive understanding of client needs and to assist in executing specific account strategies, proposing solutions and negotiating standard transactions
Capture and maintain client information, call reports and Banker pipeline reporting.
Participate in client meetings and account reviews to understand the client’s requirements when possible.
Follow up on client calls and answer product questions of clients.
Provide performance data to Private Bankers. Prepare business trips
Work with specialists and support team in conjunction with Private Bankers to implement client decisions.
Help identifying new sales opportunities and provide innovative support in marketing strategies.
Provide sales support to the Private Bankers through joint calls and work closely with product specialists and transactions support personnel to implement client decisions as well as ensuring after-sales follow-up.
Maintain learning program through internal courses and external certifications
Identify ways to streamline internal processes to make them more efficient
Monitor and adapt to changes in business processes and policies
Proven experience working in a Private Banker support role with a high degree of direct client
Demonstrates extensive knowledge of all banking systems, platforms and capabilities.
Proven experience in a front office environment dealing directly with clients.
Pro-active, initiative and driven.
Excellent communication skills, written and verbal.
Fluency in English.
Excellent relationship building skills (with clients, and across hierarchical levels and other
Ability to cope with ambiguity and change high adaptability.
Ability to challenge status quo and continuously optimize processes and tasks in own area of
Strong client orientation.
Ability to prioritize and manage multiple deadlines, work to tight schedules and provide a fast and
efficient turnaround of tasks and problem resolutions.
Ability to build effective working relationships across hierarchical levels and functions.
Is aware of, and effectively manages, risk and compliance related situations in his / her area.
Numerate, analytical mind, with strong problem-solving skills.
Exceptional candidates who do not meet these criteria may be considered for the role provided they have the necessary skills and experience.
Please feel free to get in touch and send your CV to enquiries pelhamselect.com.