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Assistant Banquier privé (H/F)


Le poste
en un clin d'oeil

  • Contrat : CDI
  • Statut : Non Cadre
  • Secteur d'activité : Banques, Etablissements de crédits
  • Lieu de travail : Monaco
  • Nombre de poste(s)
    proposé(s) :
  • Date de début : Dès que possible
  • Salaire : Selon expérience
  • Expérience : 2 ans Minimum
  • Langues étrangères : Anglais Professionnel (courant)
Référence : 1100084258
Date de l'annonce : 20/04/2018


We are looking for a Private Banker Assistant for a Private Bank in Monaco!

You will assist the Private Banker in acquiring, servicing and retaining clients to deliver overall business goals. You become a key point of contact for the client for day-to-day operational matters, support the Private Banker in marketing WIM products to clients and support the team in the delivery of its targets and goals.

Les missions

 Client Administration
  • Assist Private Bankers in management of day-today administration on client relationships including attending meetings (to observe/take notes), preparation of file notes, drafting of letters and other documentation, annual client reviews, etc all overseen and signed-off by the Private Banker.
  • Respond to client requests, owning task execution end to end, working pro-actively with Operations, Business Management to ensure delivery, resolve issues and reduce errors.
  • Assist Private Bankers in ensuring adherence to the Global KYC policy and complying with all regulatory and the bank’s requirements/procedures/controls and recognizing/managing risk.
  • Identify opportunities to improve current procedures and ways of working to the benefit of the clients and along with aiding in the implementation of the change.
 Day-to-day client contact – Sales Support
  • Support and monitor relationships with the clients, working alongside the Private Banker to ensure quality service is provided at all times.
  • Ensure quality, accurate and timely execution of all client and administrative items and reporting of all risk events and complaints.
  • Act as the key contact point for clients dealing with day-to-day administration across the range of services and products.
  • Act as liaison between Private Banker and specialist product areas, e.g. Investment Management, Credit, Fiduciary, etc. to ensure the smooth operation of all services.

Le profil

  • 2-3 years’ experience in a client facing or in a Private Banker Assistant role or similar industry, as well as a strong investment, fiduciary and banking product knowledge,
  • Knowledge of regulatory issues/WIM procedures and sound knowledge of banking and operational procedures, plus lending and understanding of security requirements.
  • Up to date knowledge of relevant changes in the marketplace, products, legislation and regulation and understands the implications to the role (e.g. anti-money laundering & KYC).
  • Fluent in English and French.

Dans le cadre de sa politique diversité, Manpower étudie, à compétences égales, toutes candidatures dont celles de personnes en situation de handicap

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Annonce publiée par

Agence Manpower :

98000  MONACO
Référence : 1100084258
Date de l'annonce : 20/04/2018

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