We are looking for a Private Banking Officer to join our busy team within our London office. The successful candidate will provide support across the UK Private Banking team to deliver outstanding client service and create time for our Private Bankers by taking responsibility for the delivery of client related tasks.
Private Banking Officers add value by assisting Private Bankers with the administrative tasks resulting from client interactions. Examples include preparing the documentation required for client meetings, composing file notes when attending client meetings, preparing investment & credit proposals and compiling annual reviews.
This role would ideally suit a graduate with 2 to 3 years’ experience in Private Banking or Wealth Management, someone who is ready to pursue further qualifications and extensive continual development in order to progress in their career in Wealth. The ideal candidate will assist in the proactive development of existing client relationships, liaise with the wider Nedbank Private Wealth teams to the ensure smooth handling of intermediary clients, assist with the on-boarding of clients introduced by Private Bankers. Work within the closely regulated regime prepare investment proposals and all supporting documentation for existing and potential clients
Who are we?
Nedbank Private Wealth is a multi-award-winning private bank and wealth manager headquartered in the Isle of Man, with branches in London, Jersey and a representative office in the UAE. The company provides a full international wealth management offering through its wealth planning, investment management, and banking services, together with trustee and corporate services to both business and private clients worldwide. At Nedbank Private Wealth, we value the 6Cs, which are the behaviours we encourage in all of our employees: Collaboration, Curiosity, Courage, Client Impact, Can Do Attitude and Completeness.
Role Specific details
Technical Skills and Experience
Behavioural competencies and soft skills
We aim to view and assess all applications as soon as we can but please note that we may not be able to get back to you until after the closing date. We do encourage you to apply well in advance of the deadline to ensure your application is received and we’re able to meet with you as soon as possible if you are successful.
Closing date: 13th August 2021
Direct applications only please.
We are happy to answer any questions you may have about working at Nedbank Private Wealth or our application process. You can email us using the below address.
Please note that we do not accept speculative applications, which aren’t related to one of our open positions. Please check our job board regularly for the latest vacancies
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