Private Banking Assistant Job at Stephen Bell Associates (London)

Private Banking Executive

Working as a Barclays Private Banking & Wealth Management Executive, you will be...

Location

United Kingdom , London

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

Sound knowledge of banking, operational procedures, risk management, lending and understanding of security requirement
Ability to demonstrate integrity and adherence to regulatory policies and procedures. An understanding of financial services Risk and Control procedures
Experience in managing client relationship
Experience in dealing with senior stakeholders
Experience in preparing for client facing meetings relating to banking proposition, investments and annual reviews
Relevant client facing experience in a Private Banking/Wealth Management or similar role
Excellent organisational skills and attention to detail, ensuring accuracy and efficiency in all administrative tasks and client communications.
Technically minded with strong PC skills (Word, Excel, Power point)
Good communicator with the ability to engage across a broad client demographic
Strong interpersonal and communication skills, with the ability to develop trusted relationships with clients and internal teams across various cultures and backgrounds.

Job Responsibility

Assisting the Private Banker / Wealth Managers in acquiring, servicing, and retaining clients to deliver overall business objectives
Become a key point of contact for the client for day-to-day operational matters
Assist the Private Banker / Wealth Manager in marketing products to clients and support the Pod/ team/ business in the delivery of its targets and goals
Support and assist Relationship Managers in acquiring, onboarding, servicing and retaining clients to deliver overall business goals, managing complex client situations
Liaise directly with clients regarding complex client requests in respect of various banking and servicing requirements such as onboarding, banking transactions, Investments, credit & digital solutions
Work closely with Operations and other support functions to deliver positive outcomes for clients
Establish strong client and internal relationships alongside relationship managers to ensure high quality service is provided at all times
Responsible for all aspects of clients servicing and service engagement plans
Develop relationships with other areas of the bank
Point of contact for all new account queries, complex servicing requests and a liaison between relationship teams and support/specialist teams

Fulltime

Avp Risk And Control Analyst – Private Banking

Individuals in Assessment & design are responsible for developing, designing, an...

Location

United Arab Emirates , Dubai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Minimum of 5-8 years of experience in operational risk management, compliance, audit, or other control-related functions in the financial services industry
Ability to identify, measure, and manage key risks and controls
Strong knowledge in the development and execution for controls
Proven experience in control related functions in the financial industry
Proven experience in implementing sustainable solutions and improving processes
Understanding of compliance laws, rules, regulations, and best practices
Understanding of Citi’s Policies, Standards, and Procedures
Strong analytical skills to evaluate complex risk and control activities and processes
Strong verbal and written communication skills, with a demonstrated ability to engage at the senior management level
Strong problem-solving and decision-making skills

Job Responsibility

Help support the design and development of Citi's comprehensive controls program
Help perform assessment of the effectiveness of existing controls, identifying areas for improvement, and helping to implement necessary changes
Assist to drive and manage controls enhancements focused on increasing efficiency and reducing risk
Help support the coordination with key stakeholders and relevant process owners to drive management decisions aimed at maintaining operations within the firm’s Risk Appetite
Assist with the assessment for the business/function risk appetite in line with changes in the business environment, regulatory requirements, and strategic objectives
Help support the collaboration with key stakeholders to assess potential risks and develop risk mitigation activities to define the acceptable level of risk across various areas of operation
Assist with the execution of Enterprise Risk Management Framework and adherence with Risk Mgmt. / Compliance Policies
Help collaborate with business and functions to understand the control processes and identify potential areas for improvement
Stay updated on regulatory changes and industry best practices related to control management and ensure the controls program aligns with these standards
Assist in providing regular updates to senior management on the performance of the controls assessment and design

Fulltime

Private Banking Executive (Mandarin Speaking)

Working as a Barclays Private Banking Executive, you will assist the Private Ban...

Location

United Kingdom , London

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

Managing client relationships, including engagement with senior stakeholders, and building trusted relationships across diverse clients and internal teams
Sound knowledge of banking products, operational procedures, risk management, lending, and security requirements
Adherence to regulatory and compliance frameworks, including KYC/AML, governance, and Risk and Control procedures
Preparing for client-facing meetings and delivering high-quality client support, including correspondence, documentation, and annual reviews
Experience in a Private Banking, Wealth Management, or similar client-facing environment
Excellent organisational skills, attention to detail, and accuracy in administrative and operational tasks
Technically proficient with PC applications (Word, Excel, PowerPoint)
Fluency in Mandarin

Job Responsibility

Assist the Private Banker / Wealth Manager in acquiring, servicing, and retaining clients to deliver overall business objectives
Act as a key point of contact for clients on day-to-day operational matters and support the team / business in achieving its targets and goals
Assist with marketing banking and investment products to clients
Establish strong client and internal relationships alongside relationship managers to ensure high quality service is provided at all times
Responsible for all aspects of clients servicing and service engagement plans
Develop relationships with other areas of the bank
Point of contact for all new account queries, complex servicing requests and a liaison between relationship teams and support/specialist teams
Ensure legal and regulatory standards and internal policies and procedures are adhered to, support relationship managers with risk related activities

Fulltime

Business Analyst III-Private Banking

Serve as a liaison between the business community and the IT organization in ord...

Location

United States , Los Angeles

Salary:

60.00 - 69.00 USD / Hour

INSPYR Solutions

Expiration Date

Until further notice

Requirements

Knowledge of: Functional, operational and technical requirements of assigned project(s)
Concepts of risk management, issue tracking, change management and requirements gathering
Concepts, practices and procedures analyzing business processes
Investment concepts, practices and procedures used in the securities industry
The use of technology in business
The relationship between IT and business
Core business competencies such as finance, management, accounting, operations, and marketing
More detailed awareness of the business context of a technical solution, including specific business goals associated with the project, how the project will meet the goals, and their own part in advancing the goals
General financial industry knowledge and knowledge of supported business area. Skill in: Business Analysis tools: Microsoft Office suite (Word, Excel, PowerPoint, and Outlook), Software Engineering Methodology (SEM) process, Change Management, Project Management tools (MS Project), basic database query language usage, time tracking tools, Use Case / UML, advanced quality assurance (QA) tool usage for test case development, execution, and defect tracking/issue tracking software
Creating and interpreting process maps and flowcharts

Job Responsibility

Adheres to established standards and maintains currency in business analysis practices, procedures and techniques
Consults with users to identify, analyze, refine and document business requirements
Coordinates project scheduling with appropriate entities
Develops and maintains project schedules and produces project reports and documentation
Develops conceptual design documents, including project definition, alternative solutions, scope of work, functional specifications, and logical skeletons for new systems
Follows up with internal clients about completed tasks to ensure client satisfaction
Identifies requirements for testing, develops test plans and scripts and coordinates test transmissions, as required. Tests software
May determine appropriate actions in emergency situations to ensure data is secure and available for use as soon as possible
May prepare project proposals and project plans
Provides training and may lead the work of others, as required

Legal Assistant – Private Client

This is a fantastic opportunity to support experienced fee earners in a busy and...

Location

United Kingdom , Bedford

Salary:

27000.00 GBP / Year

Douglas Scott

Expiration Date

Until further notice

Requirements

Prior experience as a legal assistant or secretary, ideally within private client or another legal discipline
Sound knowledge of legal office processes and file management
Strong computer literacy, including Microsoft Word, Excel, and Outlook
Familiarity with case management systems (preferred)
High standard of written and verbal communication
Exceptional organisational skills with the ability to multitask and meet deadlines under pressure
Meticulous attention to detail and a proactive attitude
A friendly and professional manner, both in person and over the phone

Job Responsibility

Acting as the first point of contact for client queries and providing regular updates on matter progression
Drafting basic correspondence, legal forms and supporting documents under supervision
Assisting with the preparation and submission of documents to the Probate Registry, HMRC, and Certainty
Managing the safe custody, organisation, and release of important legal documents such as wills, LPAs, and probate papers
Opening and closing files in line with AML procedures, SRA regulations, and internal quality standards
Managing calendars, appointments, and deadlines for fee earners
Preparing bills, processing payments and receipts, and liaising with the accounts team
Drafting estate accounts using Excel and handling associated administrative tasks
Providing telephone and reception support, and assisting with post and banking as needed
Contributing to the smooth running of the office with general administrative support

Fulltime

Legal Assistant - Private Client

Our Private Client team has a fantastic opportunity for a talented Private Clien...

Location

United Kingdom , Nottingham

Salary:

Not provided

Shakespeare Martineau

Expiration Date

Until further notice

Requirements

Previous office administrative experience gained within a Private Client team or from within a legal or professional services environment
Organised and methodical approach
Confidence with IT systems, including Microsoft Word, Excel and ideally PowerPoint
The ability to work well in a team and develop good working relationships with colleagues and clients, high levels of emotional intelligence and empathy
Confident interpersonal skills with the ability to liaise openly and clearly
Highly enthusiastic, willing to go the extra mile
Open to new ways of working and happy to challenge to drive improvements

Job Responsibility

Key point of contact on behalf of the Private Client team
To assist fee earners in progressing the client files, to include speaking to the client, passing on correspondence, organising meetings with clients and referrers and other professionals such as accountants
Initial client liaison in person and over the telephone, providing detailed notes of their enquiries and tracking ongoing progress. Arrange appointments with clients and provide comprehensive ongoing updates
Land registry, bankruptcy and lawyer check searches
You will be required to make regular telephone/email communication with professional bodies, such as chasing banks, debtors, HMRC and the probate registry
Arranging invoice payments and preparation of cheques for onward submission
Drafting regular correspondence to Investment managers, auditors, clients, charitable organisations in relation to ongoing trust matters and preparing the regular payments and action donation requests
Setting up payments to beneficiaries
Preparation of Wills, Codicils, Lasting Powers of Attorney and other ancillary documents
Basic Account reconciliation within Excel for Estate and Trust Accounts

What we offer

Agile working and offer a blended approach to where and how we work
Flexible working
Access to award-winning learning
Opportunities to collaborate across a diverse network of specialists

Fulltime

Assistant General Counsel - Private Bank

Citizens Bank is seeking a highly motivated, solutions-oriented attorney to supp...

Location

United States , Johnston, Rhode Island; Westwood, Massachusetts; Boston, Massachusetts; Newark, Delaware; Stamford, Connecticut

Salary:

190000.00 - 200000.00 USD / Year

Citizens Bank

Expiration Date

Until further notice

Requirements

Juris Doctor (JD) with strong academic credentials
admission to at least one U.S. bar required
Minimum of five years of experience in a law firm and/or in-house legal department
Experience with banking and lending products supporting high net worth clients, including consumer and commercial lending, deposits, and/or investment-related products
Familiarity with the consumer banking regulatory environment and general banking operational considerations
A background in consumer or commercial lending

Job Responsibility

Serve as a trusted legal advisor for Private Bank lending, deposit, and family office–oriented products and services
Partner closely with management, business teams, operations, and legal colleagues on new initiatives, including third-party platform strategies, complex problem-solving, and escalated client matters
Monitor and assess changes in the legal and regulatory landscape
research, analyze, and provide sound legal guidance related to existing and evolving financial products and services
Advise business, Risk, Compliance, and other functional partners on strategic initiatives, contract interpretation and negotiation, loan and deal structuring, internal audits, regulatory examinations, and dispute resolution
Manage external counsel, when approved, in support of specific projects or initiatives

What we offer

comprehensive medical, dental and vision coverage
retirement benefits
maternity/paternity leave
flexible work arrangements
education reimbursement
wellness programs
competitive pay
opportunity to earn an annual discretionary bonus

Fulltime

Private Capital Fund Finance - Assistant Vice President

iCapital is looking for an Assistant Vice President to join the Fund Finance tea...

Location

Canada , Toronto

Salary:

Not provided

iCapital Network

Expiration Date

Until further notice

Requirements

Bachelor’s degree in accounting is preferred
5+ years of fund accounting, fund administration, or finance operations experience (a focus on alternative investment funds including fund-of-funds and feeder funds is preferred)
Proficient accounting skills and experience within an audit framework are preferred
Experience with Fundserv is preferred
Advanced Excel skills
Demonstrated capacity and desire to work within a close team structure on all tasks
Excellent organizational skills and attention to detail with the ability to see the big picture
Proven ability to multi-task and work both independently and as a team player in a fast-paced, demanding environment
Strong verbal, written, and interpersonal communication skills
Passion for the application of innovative technology

Job Responsibility

Serve iCapital’s clients in Canada as a team member of the accounting and operational experts
Build and maintain relationships with clients, both distributors and underlying fund managers, fund administrators, and other service providers
Work closely with the Fund Origination, Investor Relations, Legal and Compliance, Technology, Sales, and Marketing teams to support ongoing fund operations
Provide the review and control function for NAV packages, capital events, and management fee calculations provided by the fund administrator
Monitor cash positions and liquidity of investments, review cash reconciliations, and manage cash reserves
Run accounts payable and expense allocation processes
Maintain investor and investment data in the iCapital platform using proprietary technology tools
Define, update, and maintain operating policies and procedures
Liaise with funds’ custodians and funds’ banks, as well as other counterparties as needed
Fulfill ad-hoc requests as required

What we offer

Work in the office Monday-Thursday, with the flexibility to work remotely on Friday
Competitive total compensation package consisting of salary, bonus, and equity for all full-time employees
The Company pays 100% of the premium for all Group Benefits for you and your dependents
Benefits include medical, dental, vision, prescription, life insurance and long-term disability
Variety of Retirement Plans so of which have a company match
Unlimited Paid Time Off (PTO)
Flexibility to work in the office three to four days and remotely for the remainder of the week

Fulltime

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Private Banking Assistant

Job Description

Job Responsibility

Requirements

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