Jobs
>
London

    Private Banking Assistant - London, United Kingdom - SG Kleinwort Hambros

    SG Kleinwort Hambros
    SG Kleinwort Hambros London, United Kingdom

    1 week ago

    Default job background
    Description


    SG Kleinwort Hambros has more than 200 years of experience helping individuals, families, entrepreneurs, trusts and charities to manage their wealth.

    From expert wealth planning advice and investment strategies to specialist lending products, we provide the personal approach clients would expect from a modern and responsible private bank.

    We have one clear purpose – to simplify life's financial challenges.

    Providing a personal and holistic approach to wealth management, we know how to meet the needs of our clients with imagination, skill and attention to detail.

    We also understand the importance of creating strong relationships based on trust, service and expert knowledge.
    Building a responsible organisation is a fundamental part of our long-term vision. We aim to be a leading responsible bank for client service and expertise.

    Underneath this leadership of responsibility are the stakeholders we seek to serve as a responsible bank:
    our clients, colleagues, the community and the climate.

    We help our clients to build sustainable legacies; we support our colleagues by promoting diversity and inclusion; we make a positive social impact for our community and we champion climate action by reducing our carbon footprint.


    Summary of Key Purpose:


    The purpose of the Private Banking Assistant role is to be part of the Client Service Team (CST) supporting the Private Bankers.

    It is a vital link between Clients, Private Bankers and Support Services from initial client introduction and throughout the life of the relationship.

    The Private Banking Assistant will ensure on behalf of their Business Unit that all aspects of the Client's experience with SG Kleinwort Hambros are dealt with in a professional, accurate and timely manner.

    Summary of responsibilities First point of contact for client activity including transactional activities, operational issues, queries or service issuesProvide administrative support to private bankers, complete required paperwork and record maintenance, assist with the administration of various client reviews, respond to client enquiries and provide administrative co-ordination with all area of the bank, and where necessary, the wider SG Group entitiesCoordinate meetings, diaries and attendance at relevant meetings, including attending those where assistance is required with meeting notes and other dutiesDevelop and maintain collaborative relationships across the functionsRaise suggestions with line manager regarding potential efficiency / service level enhancements where applicableManage incoming client requests or communications via email, calls and referralsPrepare for client meetings / calls at banker's requests – including investment schedules and meeting packsTrack all incoming client queries along with actions arising from client meetings and callsRespond to all client valuation, statements or audit requestsTrack routine client reporting processes and escalate with bankers as necessaryDrive the documentation process for: client take on, client closure, client death, new account set up, closure of dormant accounts, trust estate processing, portfolio creation stock transitions and transfers, manage client file details and ensure remediation of all incomplete KYC dataSupporting administration of client Execution only activities

    Profile Required:
    Knowledge of business processes, standards, policies and proceduresPrevious customer service experience ideally within financial servicesExcellent Verbal and written communication skillsFrench speakerKnowledge of regulations applying to the bank, its staff and our clientsKnowledge of internal risk management, compliance, AML procedures and constant vigilance in respect of themReliability and attention to detailsStrong interpersonal and client relationship building skillsTeam player and collaborationsExercise good judgement skills to prevent fraud and raise alerts as necessary
  • NatWest

    Commercial Banking Assistant

    2 days ago

    NatWest London, United Kingdom

    Join us as a Commercial Banking Assistant · - You'll be recognised as a first point of contact for clients, answering complex queries and identifying opportunities to help them with their financial needs and goals · - The role will involve proactive and ongoing client engagement ...

  • Market Talent Ltd

    Private Banking Assistant

    1 week ago

    Market Talent Ltd London, United Kingdom

    Prestigious International bank is seeking Private Banking Assistant to join their existing team. You will be supporting Private Banking Relationship Managers in their day-to-day activities: account opening, amendments and closing, follow up on debit cards/internet banking, AML, a ...

  • Guy's and St Thomas' NHS Foundation Trust

    Tissue Bank Assistant

    4 days ago

    Guy's and St Thomas' NHS Foundation Trust London, United Kingdom

    The Royal Brompton Heart Valve bank supplies clinically suitable heart valves to cardiac centres at the Guy's and St Thomas' NHS Foundation Trust and nationally across the UK. The Heart valve Bank is Licensed by Human Tissue Authority to procure, process, test, store and distribu ...

  • 110% People

    Bank Nursery Assistants

    16 hours ago

    110% People London, United Kingdom

    We are seeking a number of Bank Nursery Assistants to work within nursery settings within the Ilford Redbridge area. · 110% People work as preferred suppliers to many local nurseries and as such demand is high. Our work is completely flexible, you have shifts pinged direct to you ...

  • Barnet Enfield and Haringey Mental Health Trust

    Bank Housekeeping Assistant

    3 days ago

    Barnet Enfield and Haringey Mental Health Trust London, United Kingdom

    **Bank Housekeeping Assistant/Floor Maintenance operative/s required for full or part time Bank positions based at St Ann's hospital.** · Varied shifts available: 7am - 2pm or 7am - 3pm. For part-time positions, a weekly minimum of three days shifts is required. ...

  • Society of the Sacred Heart

    Bank Care Assistant

    1 day ago

    Society of the Sacred Heart London, United Kingdom

    Duchesne House is a residential Care Home for Religious Sisters of the Society of the Sacred Heart. · We require a Bank Care Assistant to join our care team in helping elderly and frail Sisters with daily living activities including personal care, working to a 7 day rota, over an ...

  • East London NHS Foundation Trust

    Bank Personal Assistant

    2 days ago

    East London NHS Foundation Trust London, United Kingdom

    We are looking to recruit Band 4 Personal Assistants within Bedfordshire & Luton Adult Mental Health & Wellbeing Services · Being employed on the Bank is a great way to gain experience and exposure to the NHS. You will be temporarily supporting our Directors, Assistant Directors ...

  • Nuffield Health

    Bank Housekeeping Assistant

    1 week ago

    Nuffield Health London, United Kingdom

    CLEANING · Nuffield Health at St Bartholomew's Hospital | Cleaning | Bank | · £9.53 - £10.90 per hour, depending on experience · Nuffield Health is Britain's largest not-for-profit healthcare organisation. Join us as a Housekeeper at St Bartholomew's Hospital and continue to play ...

  • Homerton Healthcare NHS Foundation Trust

    Bank Healthcare Assistant

    1 day ago

    Homerton Healthcare NHS Foundation Trust London, United Kingdom

    Are you a Healthcare Assistant or a year 2/3 Nursing Student seeking a unique and rewarding nursing experience? Are you eager to enhance your skills in a variety of settings, making a positive impact on the care of patients? · This is your opportunity to become part of a supporti ...

  • Practice Plus Group

    Bank Pharmacy Assistant

    1 week ago

    Practice Plus Group London, United Kingdom

    **About The Role**: · **UNLOCK YOUR BEST WORK LIFE** · **+ MAKE A DIFFERENCE TO EVERY LIFE** · We have an exciting opportunity for Bank Pharmacy Assistants to join our Pharmacy team at HMP Belmarsh, a **category A Prison located in Thamesmead, South East London.** · In this role ...

  • Société Générale

    Private Banking Assistant

    1 week ago

    Société Générale London, United Kingdom

    **Responsibilities**: · **Description of the Business Line or Department** · The Commercial Department is responsible for the profitable management and the strategic direction of the Private Banking Teams in the UK, CI and GIB. Our Commercial strategy focuses on four main areas: ...

  • Fairlie Healthcare group

    Bank Housekeeping Assistant

    16 hours ago

    Fairlie Healthcare group London, United Kingdom

    **No recruitment agencies please** · We are searching for an outstanding **Bank Housekeeping Assistant **for the Fairlie Healthcare Group. At Fairlie Healthcare, we operate three specialised care centres in West Norwood, Purley and Banstead, all providing care for people with com ...

  • Hospital of St John & St Elizabeth

    Bank Healthcare Assistant

    1 week ago

    Hospital of St John & St Elizabeth London, United Kingdom

    **Ref** · 18522 · **Division/Department** · Wards, Theatres & Nursing Admin | St Francis (0102) · **Location** · Onsite - Hospital/Hospice · **Employment type** · Bank · **Salary** · £ £19.30 · **DBS required** · Enhanced · **Hours** · 0 · **Closing date** · 18/11/2024 · **Descri ...

  • Care UK Residential Care Services

    Catering Assistant Bank

    1 week ago

    Care UK Residential Care Services London, United Kingdom

    **Muriel Street Care home in Islington, N1 0TH** · **Catering Assistant bank contract (0h)** · **Pay £9.50 p/h** · **You**: · You're a hard-working individual with experience working in a busy kitchen. Ideally, you've already got some experience in a care home setting. You're als ...

  • Care UK Residential Care Services

    Kitchen Assistant Bank

    1 week ago

    Care UK Residential Care Services London, United Kingdom

    **Exciting Opportunity for a Bank Kitchen Assistant to join our team at Tennyson Grange in Sutton** · **£10.80-£11.00 per hour** · **This is a Bank Contract** · As a Kitchen Assistant you will assist in organising and preparing quality, nutritious meals several times a day under ...

  • Practice Plus Group

    Bank Healthcare Assistant

    1 week ago

    Practice Plus Group London, United Kingdom

    **About The Role**: · **UNLOCK YOUR BEST WORK LIFE + MAKE A DIFFERENCE TO EVERY LIFE** · Prisons are one of the most challenging, yet rewarding places for healthcare professionals to work - if you're looking for a role where you can develop your existing skills and learn somethin ...

  • Sanctuary

    Bank General Assistant

    3 days ago

    Sanctuary London, United Kingdom

    Location: London, Greater London, GB, E1 6HQ- Department: Estate Services (Caretaking, Cleaning)- Operation: Sanctuary Students- Closing Date: 04/04/2023- Salary: £11.57 / hour- Requisition: 209613Sanctuary Students provide safe and secure accommodation to thousands of students a ...

  • Sanctuary Care

    Bank Catering Assistant

    1 day ago

    Sanctuary Care London, United Kingdom

    Location: London, Greater London, GB, SE25 6AA- Department: Care (Catering and Hospitality Staff)- Operation: Sanctuary Care- Closing Date: 16/06/2023- Salary: · - Requisition: 210788**Bank Catering Assistant** · **The Manse Residential Care Home, South Norwood Hill, South Norwoo ...

  • Dentons

    Administrative Assistant, Banking

    1 week ago

    Dentons London, United Kingdom

    Term: · - Permanent- Working hours: · - Full-time- Reports to: · - Practice Support Workflow Co-ordinator- Practice group: · - Banking- Location: · - London/Hybrid- Purpose of roleTo provide support to our Practice Support Executives to deliver a first-class service focusing on p ...

  • Care UK Residential Care Services

    Catering Assistant Bank

    2 days ago

    Care UK Residential Care Services London, United Kingdom

    **You** · You're a hard-working individual with experience working in a busy kitchen. Ideally, you've already got some experience in a care home setting. You're also a caring person who understands how important mealtimes are to older, vulnerable people. You're a good team player ...