• 1 September 2010
• Reference: JR210575

• Private Banking Executive

• Ipswich Competitive Permanent
• Benefits: Competitive

A Private Banking Executive is required at the UK's leading wealth manager to work in their Ipswich based office.

The purpose of the role is to build and monitor a relationship with the clients working alongside the Private Banker to ensure quality service is provided at all times and proactively manages the portfolio of clients.

As a successful candidate, you will act as main point of contact for a portfolio of clients dealing with day-to-day administration across the range of services and products. You will also assist Private Bankers in administration and management of client relationships including attending meetings (to observe/take notes), preparation of file notes, drafting of letters and other documentation, annual client reviews, etc all overseen and signed-off by the Private Banker.

You will have sound knowledge of banking and operational procedures, plus lending and understanding of security requirements as well as a general understanding of Bank's products and services. If you have excellent communication and organisation skills and have the ability to work under pressure with a heavy workload, please apply.




Joslin Rowe - Winner of 4 UK Recruiter Awards including Best Accountancy/Financial Recruitment Firm and Best Office Support Agency.
Joslin Rowe is a Randstad company. Joslin Rowe Associates Ltd encourages applications from individuals from all backgrounds but candidates must be able to demonstrate their ability to work in the UK. Joslin Rowe Associates Ltd is acting as an Employment Agency in relation to this vacancy.

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