Alexander Daniels Offshore is working with a business based in Jersey to recruit a Private Banker.
- Liaison with client/Referral Officer to advise on the position of the account and communicate any changes to the relevant person.
- Obtaining credit approval for client transactions when required by liaising with the credit department and the client to ensure that all documentation is received and validated.
- Execution of investment instructions to include: equities, bonds, convertibles and hedge funds
- Confirmation of securities, treasury transactions and execution prices to the client or the Relationship Officer Ensuring the information provided is accurate and within agreed time limits.
- Investigate and resolve any settlement and custody queries received from clients and Relationship Officers
- Book FX transactions with FX desk and input the transaction on the client account FX transactions to include spot and forward.
- Provide assistance to the Head of Private Banking by responding to requests in a professional and efficient manner.
- Receive instructions from the Relationship Officer in regards to the client fee structure and update the client account accordingly. The information recorded to be accurate and executed within agreed time limits.
- Prepare fee letters for new and existing clients detailing how the client will be charged for transactions and services
- Prepare documentation to support applications for American Express cards ensuring that the correct legal documentation is completed and signed.
- Prepare the account opening information i.e KYC and supporting documents for new and existing accounts. Liaising with the client or account representatives.
Skills and Experience:
- Good understanding of the structure of banking and the relationships within it.
- Good interpersonal skills including strong communication skills and the ability to challenge and influence.
- Knowledge of the financial markets and the products that the company offers.
Category | Banking/Finance
Level | Mid
Ref Number | AD-JSY-3082
For more information please visit https://www.alexanderdaniels.je/job/private-banker/.
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