Senior Manager - Private Banking - Contract
The client requires a senior candidate with the following skill/ experience set: - Private Banking experience in a support role or a hands-on client-facing role - Broad knowledge of operational processes associated with the client journey, e.g. client due diligence (KYC/AML), categorisation as professional, account opening, payments, asset transfers in/out, trade capture, trade booking, trade confirmation, settlement, asset servicing, client reporting, performance reporting - Broad knowledge of the sales process, e.g. suitability and appropriateness, cross-border, etc. - Good, commercial understanding of core asset classes such as fixed income and equities and aptitude to quickly learn about new services and products - Project and stakeholder management skills demonstrated through coordination of complex deals/transactions facing senior individuals in the Sales, Legal, Compliance, Credit Risk and Operations teams - Track record of improvements to client experience - Understanding of client/prospect data structures and processes to maintain data quality high Please send me your updated CV if you meet the above criteria and are interested in the role on offer.
City Of London...
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