Private Banking Assistant London, England
Lombard Odier & Cie
Full Time
London, England
72982 - 95000 GBP ANNUAL Today
Job description
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.
Within the Private Banking Assistant Team of Lombard Odier Europe SA based in London, your main duties will be to :
- Provide support to Private Bankers on all client focused operations.
- Assist with client administration and client management and ensure that processes are carried out as efficient and effectively as possible.
Key Responsibilities
- Support Private Bankers with all administrative duties relating to the life of an account and deal with client correspondence, and where necessary communicate with the client in relation to queries
- Support Private Bankers with the daily monitoring of the accounts, including cash management, overdraft monitoring and open trades monitoring (for Execution Only accounts)
- Order input into G2 (Payments, Trades, Corporate Actions) as per client instructions received
- Ensure appropriate filing/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
- Assist Private Bankers in the production of pitches and presentation material for client review meetings
- Support other PBAs and their teams during busy periods and provide cover during sickness/absence
Systems Used
- Internal : Microsoft Office, G2 Pro Europe, Connaissance Client (CC2), Docuprint, LA Retrieve Europe, LA Scanner Europe
- External : Market Data Systems
Skills and knowledge requirements
- Qualifications /education required
- Minimum ‘A’ Level or relevant experience
- RDR Level 4 (minimum) or achieved within 6 months from start date
- Experience required :
- Experience of working in an international, multicultural environment
- History of direct client interaction and ability to maintain a professional approach at all times
- Competencies / soft skills:
- Highly organised with ability to prioritise workload accordingly
- A first-rate communicator
- Confidence to build strong professional relationships with other teams within the company
- Detailed-oriented
- Technically competent in Microsoft Office particularly Excel, Word and PowerPoint (minimum Intermediate Level)
- Knowledge of Corporate accounts, Corporate Trusts, Personal Trusts, Individual and Joint Personal accounts, Pension and SIPP’s accounts, ISA’s
- Broad knowledge and understanding of the main asset classes (equities and bonds) as well as other alternative assets
- Thorough knowledge of private banking administration and operations (account opening, foreign exchange, money transfers, fixed and call deposits, subscription and redemption of mutual funds, Corporate Actions, Income Collection…)
- Excellent knowledge of FCA compliance procedures and other regulatory requirements
- Language skills :
- Fluent (written and spoken) in English,
- French would be an advantage.
If you recognise yourself in this description, then please do apply. We look forward to hearing from you.
