Jobs
>
London

    Support & Data Management Officer - London, United Kingdom - Inspiring Interns & Graduates

    Inspiring Interns & Graduates
    Inspiring Interns & Graduates London, United Kingdom

    2 weeks ago

    Default job background
    Description

    Are you a recent graduate looking for an exciting opportunity to work with an established private bank? This role is office based in Central London.

    This role is a Fixed Term Contract until December 2024 with the potential to go permanent.

    Our client is a global private banking group offering private banking and asset management services and is headquartered in Zurich.

    Our client has an international network spanning Europe, Asia Pacific, Middle East and Latin America, and manages assets for private clients all over the world.

    The bank's services comprise asset management and investment counselling, investment funds, securities brokerage, estate planning and a full array of banking services.

    The Client Support Officer (CSO) will assist the Client relationship Officers(CROs) with banking and client-related administration such as: transfers and payments, foreign exchange, monitoring and fixing of bank deposits and processing of purchases and securities sales.

    Interact with clients and internal stakeholders such as Operations, Compliance and offshore entities as required.
    Where authorised by the Fitness & Propriety Certificate, promote, recommend and arrange banking and investment products and services.

    Proposition & Productivity Support CROs in acquiring new and developing existing client relationships, e

    g:
    Cross-selling the products and services as appropriate.
    Keep up to date with industry, socio-economic and regulatory developments in client markets.

    Treat customers fairly, actin their best interest and offer a transparent, efficient, and professional service within Fitness & Propriety Certificate permission remits.

    Process & Platform Where certified, liaise with CROs to assess clients' financial objectives, attitude to risk, personal circumstances, and any existing portfolios to identify and advise on suitable bespoke strategies.

    Handle incoming telephone calls, correspondence, individual diaries, filing and expenses.
    Assist with travel arrangements and preparation of papers for CRO/CSO business trips.
    Maintain marketing information and support targeted activities as required.
    Generate and distribute Banking Reports using the internal system.
    Obtain ad-hoc valuations of client portfolios and prepare a consolidated position as required.
    Arrange inbound /outbound references, cash collections and cheque books on clients' behalf.

    Account opening :
    accurate and complete due diligence and client information packs.

    Account monitoring :
    execution per internal procedures and any follow-on escalations or liaison with clients as appropriate.
    Ensure data in tracking systems are continually maintained.
    Adhere to policies regarding Conduct Rules and regulatory obligations for each booking location.
    Follow the Risk Management Framework and associated training, policies and processes.
    Understand, manage and continuously refine the risks and controls for your role.
    Be alert to new risks, breaches or issues and report them in line with formal processes.

    People Follow the Bank's Values in all activities and support colleagues to also do so.
    Stay aware of internal strategy and actively drive personal career and development plans to suit
    Support a 'one team' approach by respecting dependencies across departments and locations.

    University degree in Business Administration, Finance, Law, Economics or related field
    Good understanding of financial instruments (funds, tracker, structured products, derivatives such as options on securities and FX)
    Good Windows office skills (excel, outlook, etc.)
    Flexible and able to multitask
    Have an interest in a career in Financial Service and Compliance


    Accountable :
    we take ownership for tasks and challenges and seek continuous improvementReliable, thorough, and consistently high-quality work.
    Hands-on : we are proactive to rapidly deliver high-quality resultsAnticipation of outcomes and taking initiative.
    Understanding of commercial drivers of business and portfolio growth and financial markets, competitor, and industry trends.

    Solution-driven : we focus on client outcomes and treat clients fairly with a risk-aware mind-setDelivery of best-in-class, personal and bespoke client service.

    Expertise in banking, investments, treasury, credit, property-based lending and/or offshore tax and trust structures.
    Application of regulation and risk management In day-to-day decisions and practice.
    # Supportive of respectful, ethical, and creative work environments.
    # Line managers:
    clear and fair instruction, supervision and coaching of colleagues and monitoring
    # of service quality and objectives.


    They have a range of support and benefit options and welcome open discussions about how they can help each person achieve their ambitions.

  • Cherry Pick People

    Office Manager

    1 week ago

    Cherry Pick People London, United Kingdom

    Office Manager - Property · Central London · £25,000 - £30,000 · Office Manager - Property company profile: · The company has a strong reputation within the Central London Property market. They have been established for a long time and do exceptionally well. They specialise in Sa ...

  • Roc Recruitment

    Office Manager

    2 weeks ago

    Roc Recruitment London, United Kingdom

    Dynamic Office Manager/EA required for a private equity company based in Mayfair - 1 year contract - January start · The culture of the company is fast paced, collaborative and friendly - the Office Manager will look after anything pertaining to the office. · **Duties**: · - Mana ...

  • CGD Europe

    Office Manager

    2 days ago

    CGD Europe London, United Kingdom

    CGD Europe (CGDE), an independent, non-partisan, non-profit policy research organisation in London. Established October 2011 as a branch of CGD, as part of CGD's effort to broaden and deepen engagement with the European development community—bringing CGD'sblend of evidence-led, h ...

  • Office Angels

    Office Manager

    1 week ago

    Office Angels London, United Kingdom

    **JOB TITLE**:Office Manager · **COMPANY**: Zero-carbon, non-polluting power solutions · **CONTRACT**:Permanent · **HOURS**:9.00am pm · **START**: ASAP · **LOCATION**:Charing Cross / Embankment · **CULTURE**:Lively and forward thinking environment, surrounded by sociable, outgoin ...

  • OneSavings Bank Plc

    Office Manager

    2 weeks ago

    OneSavings Bank Plc London, United Kingdom

    **About the team**: · The **Office Manager** is a key role in the Property Services team, and will be responsible for leading and supporting the Corporate Services team. This is a great opportunity to be part of a growing organisation and a team that is supportiveand welcoming cr ...

  • Biohm Ltd

    Office Manager

    1 week ago

    Biohm Ltd London, United Kingdom

    Nothing is ever-lasting. Everything is ever-changing. We do not design. We refine what nature has given us. · At Biohm we have a vision to create a healthier and more sustainable built environment by drawing on nature for inspiration and innovation. We believe that at a time of c ...

  • Quest Search and Selection Ltd

    Office Manager

    1 week ago

    Quest Search and Selection Ltd London, United Kingdom

    **The Company** · Quest Search & Selection are partnering with this luxury multi-brand retail business that prides itself with working with some of the largest, global branded & own label Home, Outdoor & Fashion brands. · **The Role** · They are looking for a proactive and organi ...

  • No1 Legal and Professional

    Office Manager

    2 weeks ago

    No1 Legal and Professional London, United Kingdom

    **Office Manager** · - This is an excellent opportunity to work as a part-time office manager at a PR Relations firm London Bridge. · - 3 days a week. · **Office Manager** · **Office Manager** · - Please note this is an office based role. · **Office Manager** · - Immediate interv ...

  • Involved Solutions

    Office Manager

    1 week ago

    Involved Solutions London, United Kingdom

    **Office Manager - up to £45,000 + Bonus + Benefits - Central London** · Location: Central London - 2 or 3 days onsite per week · Working Hours: Monday to Friday will be 9am - 5pm · A very exciting Managed Service Provider Client who has seen continued growth over the last few ye ...

  • Tate

    Office Manager

    6 days ago

    Tate London, United Kingdom

    An infrastructure company based close to Green Park station is seeking an **Interim Part-time Office Manager** on and on-going basis. · Duties will include the following: · - Arrange and Manage Monthly Office Meetings to ensure office standards are adhered to and expectations set ...

  • Crone Corkill

    Office Manager

    2 weeks ago

    Crone Corkill London, United Kingdom

    **Office Manager** · **£50-70,000** · **Permanent, Full-Time** · **Venture Capital Firm** · **Soho, West-End** · **Monday - Friday 9am-6pm (Mostly office based)** · ** Beautiful, relaxed, family-feel office. Free daily lunch & £50 towards gym/health each month ** · We are recruit ...

  • Office Angels

    Office Manager

    2 weeks ago

    Office Angels London, United Kingdom

    **Office Manager** · **Up to £35k-£45k depending on experience** · **7:30am-4:30pm - Monday to Friday (Office Based)** · **Canary Wharf** · This company are an award-winning business within the high-end landscape world working with leading property developers. · Do you want to ma ...

  • Australasian Recruitment Company

    Office Manager

    2 weeks ago

    Australasian Recruitment Company London, United Kingdom

    Office Manager · **Salary**: £30,000 - £35,000 per annum · This is a permanent opportunity to work as an Office Manager for a scale up organisation that provides benefit management solutions for growing organisations. Our client has a unique and positive office culture and is see ...

  • Simpson Judge Ltd

    Office Manager

    1 week ago

    Simpson Judge Ltd London, United Kingdom

    **Office Manager** · **Central London** · **Up to £40, 000 PA (depending on experience) plus discretionary bonus** · **Energetic and inclusive environment with regular social events** · **Your new company**: · A well-established Professional Services Consultancy company based in ...

  • Brandon James Ltd

    Office Manager

    1 week ago

    Brandon James Ltd London, United Kingdom

    A London based forward thinking construction consultancy are seeking a proactive Office Manager to join their small established business in the heart of London. · **The Office Manager** · The successful Office Manager will support a small team, and primarily assist with the overa ...

  • OneSavings Bank Plc

    Office Manager

    1 day ago

    OneSavings Bank Plc London, United Kingdom

    **About the team**: · The **Office Manager** is a key role in the Property Services team, and will be responsible for leading and supporting the Corporate Services team. This is a great opportunity to be part of a growing organisation and a team that is supportiveand welcoming cr ...

  • No1 Legal and Professional

    Office Manager

    2 weeks ago

    No1 Legal and Professional London, United Kingdom

    **Office Manager** · - 4 days a week, office based at a TV agency based in Clapham. · - Wonderful people. · - Director support including special projects, diary and travel management. · **Office Manager** · - Office management and reception duties. · - Responsible of day-to-day r ...

  • Euro London

    Office Manager

    1 week ago

    Euro London London, United Kingdom

    Office Manager - Italian speaker · I am pleased to be working in partnership with an exciting growing firm in the Legal and Accounting industry who are seeking a professional to join their team in a key position for the company. · With varied responsibilities, they are seeking an ...

  • Office Angels

    Office Manager

    1 day ago

    Office Angels London, United Kingdom

    **This is an outstanding opportunity to join a hugely respected specialist advisory firm that is setting up new offices and businesses, where career development is based on ability and merit.** · **Are you an experienced & ambitious Office Manager?** · **JOB TITLE**:Office Manage ...

  • eFinancialCareers

    Office Manager

    5 days ago

    eFinancialCareers London, United Kingdom

    Our client is a fast-growing boutique European asset manager. They are looking for an Office Manager / Executive Assistant to coordinate operations for their growing London office. · Key responsibilities are: · - Identify and create all necessary administrative procedures for the ...