Search Results

Banking

Assistant Relationship Manager (Banking)

Ref. JB-113

  • Gibraltar
  • Permanent
  • £30,000 to 40,000 Per Year

Our client is looking for an Assistant Relationship Manager to take on a front office, client-facing role within a growing bank and dynamic team. The successful applicant will support the day-to-day management of a portfolio of private and institutional clients, as well as supporting the Head of Private Banking on a number of administrative and technical tasks.

Duties and responsibilities

An opportunity has arisen with a leading Swiss Private Bank centred on multi-asset investment management services.

This is a front office, client-facing role within a growing bank and dynamic team. The successful applicant will support the day-to-day management of a portfolio of private and institutional clients, as well as supporting the Head of Private Banking on a number of administrative and technical tasks. The role includes (but may not be limited to) the following items:

• Processing of payments, securities orders, loans and deposits

• Support the account opening process

• Support ongoing account maintenance requirements, in line with regulatory and internal policy requirements

• Processing changes of circumstances with regards to clients

• Support periodic reviews of client files

• Support the requirements of transaction monitoring

• Support credit card setup

• Client reporting (production of statements, valuations, advices, bespoke reports) – knowledge of Solvency II reporting for Insurance clients would be an advantage

• Administration of Corporate Actions

• Support bank projects and testing of new systems/processes

• General front office administrative support and query management

• Support bank events

• Preparation of packs/presentations for clients as well as internal management forums and committees

• Handling and analysing sales, KPI or transactional data

Competencies

• Relevant industry experience, preferably within a private banking or asset management environment, but other financial services experience will be considered (e.g. Insurance, Accounting, Family Office)

• Understanding of financial instruments (e.g. equities, fixed income, funds, etc) and of investment management

• Friendly, approachable, can-do attitude

• Highly motivated and uses own initiative

• Appreciation of risks associated with client on-boarding, account maintenance, payment processing and order execution

• Good team player

• Strong communication skills; fluency in English is a must, additional languages are advantageous

• Attention to detail and technical mind

• High energy, proactive and works well under pressure

• Ability to deliver a first-class service to private banking clients

Got a question about your application? Get in touch!

Montagu Pavilion, 8 – 10 Queensway, Gibraltar GX11 1AA
Get Directions

+350 200 67931

Newest Jobs

Compliance

Compliance Manager (MGA)

Ref. JB-137

  • Gibraltar
  • Permanent
  • NA

Our client is now seeking a Compliance Manager (MGA) to join an Online Gaming company in Gibraltar....

View Details Apply

Compliance

Compliance Manager (UKGC)

Ref. JB-138

  • Gibraltar
  • Permanent
  • NA

Are client is looking for a Compliance Manager to be the UKGC expert in the team and handle this license primarily. The company is currently licensed in the UK, Malta, Spain, Sweden and Gibraltar, but more is on the horizon! You will work collaboratively acros...

View Details Apply

Information Technology

Network & Security Specialist

Ref. JB-131

  • Gibraltar
  • Permanent
  • NA

Our client is seeking a Network & Security Specialist to deliver a stable and robust Information Systems environment to enable Mansion Group to bring and retain customers....

View Details Apply

Banking

Operations Officer

Ref. JB-136

  • Permanent
  • NA

Our client is seeking a dedicated professional to join their busy Operations Team. This is a key role that is essential to the day to day operations of their business and will offer the right individual a fantastic opportunity to develop upon their financial o...

View Details Apply

Legal

Associate Lawyer

Ref. JB-97

  • Gibraltar
  • Permanent
  • £25,000 to 30,000 Per Year

Our client is now looking for an Associate Lawyer with two years PQE and LLB to join their team in Gibraltar....

View Details Apply