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PRIVATE BANKING ASSISTANT

Cádiz - Cádiz

Descripción de la oferta de empleo

A career at the Lombard Odier Group is something to be proud of. Our mission is to protect and grow our clients’ wealth - but not by any means necessary. Sustainability is at the heart of everything we do and we treat our clients’ wealth as if it were our own. We protect our clients’ assets for the long-term using expertise and innovation, all underpinned by our Rethink Everything philosophy. Our colleagues are the foundation of our success. We employ people at different life stages, from graduates to executive level leaders. The one thing they all have in common is that they seek to challenge the status quo, are imaginative and have the ability to offer a fresh perspective.

Summary

Provide support to Private Bankers and management (COO) on all client-focused operations. Assist with client administration and client management, organise workflows and ensure that processes remain timely as well as efficient and effective.

Key Responsibilities

Deal with all requirements of clients

  • Provide information about their portfolio valuation, support with the access on-line (e-services)
  • Process transfer orders and deal with client correspondence and all administrative matters.
  • Liaise with internal service providers within the company to ensure timely and accurate execution/resolution of clients’ request on their account activity.
  • Order input into G2 (Payments, Corporate Actions, Market Orders, Forex, Swaps, Derivatives, Fiduciary Deposits) as per client instructions received and ensure 4-eyes principle and follow up of those.
  • Follow-up on corporate action and cash management

Support Private Bankers with all administrative duties pertaining to the clients’ accounts

  • Account opening process, daily monitoring of the accounts, cash management, overdraft monitoring, open trades monitoring, act as first contact for all administrative KYC file documentation issues, input of Quality Risks for the Front team, FCRM alerts monitoring in collaboration with Private Bankers
  • Ensure appropriate filling/recording of documentation of all client account documentation
  • Notify Bankers of documentation issues/pending items encountered in the course of the development of business by the Private Bankers
  • Deal with the specific mailing for the clients (welcome pack, fiscal statements, specific mailing, etc.)

Support COO in operational matters including change management (e.g. regulatory) and strategy.

  • Assist in the implementation/review/observance of controls, directives, processes and setup in front/middle office operations.

Contribute to the clients / prospects commercial support

  • Prepare under the guidance of the Private Bankers, pitches and presentation for business development activities, Prepare client investment reports in addition to standard reports
  • Assist Private Bankers in the production of presentation material for client review meetings.

Contribute to the correct accomplishment of the bank’s legal responsibilities and risk management

  • Give support to the Legal & Compliance department as well as Risk, Audit and Finance departments
  • Give support to the clients with the accomplishment of their legal obligations and inform superior about any risk management event in day-to-day work which can impact the business.

Attend regular meetings or conference calls with other members of the Private Banking team as requested and as appropriate e.g. weekly market meeting, CISI seminars.

Skills and knowledge requirements

Qualification / education :

  • Minimum ‘A’ Level with relevant experience
  • Bachelor Degree Level desirable

Experience

  • Working in an international, multicultural environment
  • History of direct client interaction and ability to maintain a professional approach at all times

Competencies / soft skills:

  • Organization with ability to priorities workload accordingly
  • A first-rate communicator
  • Confidence to build strong professional relationships with other teams within the company
  • Detailed-oriented
  • Client oriented
  • Stress resilient
  • Language skills: Spanish compulsory and English desirable

Requisitos del puesto

A career at the Lombard Odier Group is something to be proud of. Our mission is to protect and grow our clients’ wealth - but not by any means necessary. Sustainability is at the heart of everything we do and we treat our clients’ wealth as if it were our own. We protect our clients’ assets for the long-term using expertise and innovation, all underpinned by our Rethink Everything philosophy. Our colleagues are the foundation of our success. We employ people at different life stages, from graduates to executive level leaders. The one thing they all have in common is that they seek to challenge the status quo, are imaginative and have the ability to offer a fresh perspective.

Summary

Provide support to Private Bankers and management (COO) on all client-focused operations. Assist with client administration and client management, organise workflows and ensure that processes remain timely as well as efficient and effective.

Key Responsibilities

Deal with all requirements of clients

  • Provide information about their portfolio valuation, support with the access on-line (e-services)
  • Process transfer orders and deal with client correspondence and all administrative matters.
  • Liaise with internal service providers within the company to ensure timely and accurate execution/resolution of clients’ request on their account activity.
  • Order input into G2 (Payments, Corporate Actions, Market Orders, Forex, Swaps, Derivatives, Fiduciary Deposits) as per client instructions received and ensure 4-eyes principle and follow up of those.
  • Follow-up on corporate action and cash management

Support Private Bankers with all administrative duties pertaining to the clients’ accounts

  • Account opening process, daily monitoring of the accounts, cash management, overdraft monitoring, open trades monitoring, act as first contact for all administrative KYC file documentation issues, input of Quality Risks for the Front team, FCRM alerts monitoring in collaboration with Private Bankers
  • Ensure appropriate filling/recording of documentation of all client account documentation
  • Notify Bankers of documentation issues/pending items encountered in the course of the development of business by the Private Bankers
  • Deal with the specific mailing for the clients (welcome pack, fiscal statements, specific mailing, etc.)

Support COO in operational matters including change management (e.g. regulatory) and strategy.

  • Assist in the implementation/review/observance of controls, directives, processes and setup in front/middle office operations.

Contribute to the clients / prospects commercial support

  • Prepare under the guidance of the Private Bankers, pitches and presentation for business development activities, Prepare client investment reports in addition to standard reports
  • Assist Private Bankers in the production of presentation material for client review meetings.

Contribute to the correct accomplishment of the bank’s legal responsibilities and risk management

  • Give support to the Legal & Compliance department as well as Risk, Audit and Finance departments
  • Give support to the clients with the accomplishment of their legal obligations and inform superior about any risk management event in day-to-day work which can impact the business.

Attend regular meetings or conference calls with other members of the Private Banking team as requested and as appropriate e.g. weekly market meeting, CISI seminars.

Skills and knowledge requirements

Qualification / education :

  • Minimum ‘A’ Level with relevant experience
  • Bachelor Degree Level desirable

Experience

  • Working in an international, multicultural environment
  • History of direct client interaction and ability to maintain a professional approach at all times

Competencies / soft skills:

  • Organization with ability to priorities workload accordingly
  • A first-rate communicator
  • Confidence to build strong professional relationships with other teams within the company
  • Detailed-oriented
  • Client oriented
  • Stress resilient
  • Language skills: Spanish compulsory and English desirable

Otros datos del puesto

A career at the Lombard Odier Group is something to be proud of. Our mission is to protect and grow our clients’ wealth - but not by any means necessary. Sustainability is at the heart of everything we do and we treat our clients’ wealth as if it were our own. We protect our clients’ assets for the long-term using expertise and innovation, all underpinned by our Rethink Everything philosophy. Our colleagues are the foundation of our success. We employ people at different life stages, from graduates to executive level leaders. The one thing they all have in common is that they seek to challenge the status quo, are imaginative and have the ability to offer a fresh perspective.

Summary

Provide support to Private Bankers and management (COO) on all client-focused operations. Assist with client administration and client management, organise workflows and ensure that processes remain timely as well as efficient and effective.

Key Responsibilities

Deal with all requirements of clients

  • Provide information about their portfolio valuation, support with the access on-line (e-services)
  • Process transfer orders and deal with client correspondence and all administrative matters.
  • Liaise with internal service providers within the company to ensure timely and accurate execution/resolution of clients’ request on their account activity.
  • Order input into G2 (Payments, Corporate Actions, Market Orders, Forex, Swaps, Derivatives, Fiduciary Deposits) as per client instructions received and ensure 4-eyes principle and follow up of those.
  • Follow-up on corporate action and cash management

Support Private Bankers with all administrative duties pertaining to the clients’ accounts

  • Account opening process, daily monitoring of the accounts, cash management, overdraft monitoring, open trades monitoring, act as first contact for all administrative KYC file documentation issues, input of Quality Risks for the Front team, FCRM alerts monitoring in collaboration with Private Bankers
  • Ensure appropriate filling/recording of documentation of all client account documentation
  • Notify Bankers of documentation issues/pending items encountered in the course of the development of business by the Private Bankers
  • Deal with the specific mailing for the clients (welcome pack, fiscal statements, specific mailing, etc.)

Support COO in operational matters including change management (e.g. regulatory) and strategy.

  • Assist in the implementation/review/observance of controls, directives, processes and setup in front/middle office operations.

Contribute to the clients / prospects commercial support

  • Prepare under the guidance of the Private Bankers, pitches and presentation for business development activities, Prepare client investment reports in addition to standard reports
  • Assist Private Bankers in the production of presentation material for client review meetings.

Contribute to the correct accomplishment of the bank’s legal responsibilities and risk management

  • Give support to the Legal & Compliance department as well as Risk, Audit and Finance departments
  • Give support to the clients with the accomplishment of their legal obligations and inform superior about any risk management event in day-to-day work which can impact the business.

Attend regular meetings or conference calls with other members of the Private Banking team as requested and as appropriate e.g. weekly market meeting, CISI seminars.

Skills and knowledge requirements

Qualification / education :

  • Minimum ‘A’ Level with relevant experience
  • Bachelor Degree Level desirable

Experience

  • Working in an international, multicultural environment
  • History of direct client interaction and ability to maintain a professional approach at all times

Competencies / soft skills:

  • Organization with ability to priorities workload accordingly
  • A first-rate communicator
  • Confidence to build strong professional relationships with other teams within the company
  • Detailed-oriented
  • Client oriented
  • Stress resilient
  • Language skills: Spanish compulsory and English desirable

Inscribirse a la oferta
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Detalles de la oferta

Localidad
Dirección
  • 11001 - Cádiz
Tipo de Contrato
  • Indefinido, jornada completa
Salario al año
  • 40000€ - 50000€
Fecha de publicación
  • 13/07/2021
Fecha de expiración
  • 19/11/2021
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