Job Overview

Apply now Prestigious Private Banking group in Central London requires a Relationship Director to join a highly successful and growing team. The successful candidate must be able to demonstrate a number of years experience working in a similar role in a specialist Private Banking company. Duties to include: " Managing and developing a portfolio of ultra high net worth individuals " Preparing credit applications Preparing account opening documentation " Preparing investment valuations for clients " Preparing for and undertaking client reviews " Executing securities transactions " Monitoring and fixing of bank deposits " Actioning customer transfers, payments and FX transactions " Monitoring workflows, checking work and acting as a point of contact for queries Candidates must demonstrate a number of years relevant experience gained within Private Banking environment. A fantastic new opportunity not be missed. This vacancy is being advertised by Montpellier Resourcing Limited. The services advertised by Montpellier Resourcing Limited are those of an Employment Agency.

Key Requirements

Investment Private Banking Relationship Management Securities Valuations