Uhnw Assistant Relationship Manager - London, United Kingdom - eFinancialCareers

eFinancialCareers

Verified Company

London, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

ABOUT UBP
Union Bancaire Privée (UBP) is one of the largest family-owned private banks in the world. What makes UBP really unique is its corporate culture, which combines modernity and tradition.

Although UBP was founded in 1969, its origins can be traced back tothe 17th century and the start of a long line of financiers and diplomats of whom Edgar de Picciotto and his descendants are the successors.

Today, the Bank's staff draw their inspiration and drive from the founding family's subtle blend of strong moral valuesand pragmatism, which to this day remain the key to UBP's success.

At UBP you will find intellectual stimulation in a challenging environment; autonomy and independence; recognition for your achievements and strong emphasis on continual professional development.

ABOUT THE TEAM

An exciting opportunity to join two senior Relationship Managers focusing on developing a book of Ultra High Net Worth clients.

Directly assist some of the most sophisticated and interesting clients in Wealth Management and form part of the broader UBP LondonTeam.

MAIN RESPONSIBILITIES

The primary responsibility of the Assistant Relationship Manager (ARM) is to work as a Team with dedicated Relationship Managers, enabling them to focus on deepeningtheir relationship with the existing client book and acquire new relationships.

To provideimpeccable client service, in an efficient and timely manner.

An ARM supports with the day-to-day administration of the Bank's relationship with Private Banking clients, understanding their requirements and needs and acting accordingly in their best interests,in a regulatory compliant and commercial manner.

MAIN DUTIES AND REQUIREMENTS

Work as a team with the dedicated Relationship Managers (RMs), management and support functions to draw excellent client outcomes and free the RMs time
Multitask, prioritise efficiently time constrained tasks while simultaneously managing efficiently longerterm tasks. With the ability to work in a highly pressurised environment by meeting both client and internal deadlines
Generating client update presentations and pitchbooks
Executing client orders (FX, Cash, Equities, Fixed Income etc.)
Research, review and submit mortgage and Lombard loan requests
Preparing client meetings and completing resulting followups
Processing client account opening from inception to completion, including gathering all necessary KYC and AML documentation
Strong knowledge of the Know Your Client (KYC) and Source of Wealth (SOW) requirements and being able to research publicly available information on clients and prospects and summarise them efficiently in a chronological order, including referring to theevidence found, according to the bank's requirements
Initiate projects to enhance existing processes and contribute ideas for improvements to the team and to management
Ability to get things done, utilise persuasion skills and find solutions
High attention to details, ability to learn new procedures and systems quickly
Can do attitude and ability to form trusted relationships with internal stakeholders and clients
To adhere to the Bank's Policies and Procedures and act in accordance with the regulatory requirements and standards under the Financial Conduct Authority (FCA and Prudential Conduct Authority (PRA). To undertake to comply with the principles and codesand practices for approved persons and the rules of the FCA and PRA

KNOWLEDGE AND EXPERIENCE

Regulatory Requirements:

Control function:
Certified

Qualifications:

Possess a Commercial/Finance/banking oriented education and degree

Skills and Knowledge:

Experience of working as an assistant in private banking or in another client facing front office role
A good understanding of the private client industry and its products
You understand and enjoy dealing with sophisticated private investors
You are a strong team player who is highly organised, logical in your approach, have an eye for detail, and are able to handle many parallel tasks
You are a selfstarter who is able to identify and solve problems independently
You have a good knowledge of Microsoft Office
Excellent communications skills written and verbal, additional languages are beneficial
Previous experience onboarding complex, UHNW structures (including trust and corporate accounts)

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