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Our highly prestigious client is seeking a Private Banking Assistant to join their front office bankers in a busy support capacity. The Private Banking Assistant role is to support Private Banking Relationship Managers in their day-to-day activities: account opening, amendments and closing, follow up on debit cards/internet banking, AML, and credit tasks. The role wil be located at the Mayfair office 5 days per week and you must be fluent in Arabic.
Accountabilities:
1. Account opening: prepare account opening packs, perform WorldCheck’s, risk assessments (personal and corporate), adverse media, prepare and email/post to new customers the bank's welcome letters.
2. Handle and manage client relationship transfers between Retail and Private Banking departments.
3. Debit cards: ensure timely order of debit cards, activation, cancellation, activation, and handle all fraud investigations and refunds.
4. Internet banking: Assist customers to register to internet banking, activate their registration, unblock their access, and answer any query related to this service.
5. Credit: prepare and follow up on all Customer information sheets requested. Furthermore, the Private Banking Assistant can prepare the risk modelling template for the credit application.
6. Periodically or as deemed necessary, communicate to customers all pertinent information on the status of their funds.
7. Always preserve customers’ confidentiality, paying particular attention to the security of documentation and communications. Also, adherence to instructions for safeguarding information and not disclosing any information about customers to a third party without the customer’s written approval, or otherwise in compliance with legal/statutory requirements.
8. Adhere to policies such as Private Banking and Financial Crime Policies and Procedures.
9. Perform duties with reasonable skill and diligence.
10. Work closely with relationship managers in other ad-hoc client and bank related tasks
