On behalf of our client, within the Banking Sector, GRS Recruitment are seeking Private Banking Client Relations Officer based in Malta. This position is mainly focused on duties relating to client relationship management within the Private Banking Department. If you feel you have the necessary skills, please apply for this Malta based role.

MAIN DUTIES AND RESPONSIBILITIES

Assist in the background work leading to the preparation of a formal investment recommendations for clients
Assist in keeping the Bank’s Portfolio Management System updated with recording client trades, corporate actions and other cash entries
General relationship management with customers to promote the efficient use of Private Banking services offered by the Bank including, the taking of deposits, foreign exchange, brokerage, and advisory services
Assist in developing prospect relationships, and to enhance / grow / retain those new relationships
Assist in on-boarding of clients, collecting documentation, processing client documentation and applications relating to products and services contracted, maintaining records, and archiving the same
Assist and prepare notifications for publication from time to time;
Liaise across departments and regulatory functions within the Bank with a view to assisting in the proper and timely prosecution of business flows and transactions including but not exclusively the Trade and Settlement desks and the Payments department
Assist in the redaction and maintenance of processes and procedures
Assistance with Credit Facilities (Annexes, Workings and submission of credit application forms to Credit committee)
Assistance with Corporate Actions
Handle successions
Handle complaints
Appropriateness test for non-advisory trades
Handle clients’ instructions / trade details / Telephone Instructions
Assisting in the departments’ administrative tasks and taking minutes for departmental meetings or other meetings as needed from time to time
Data Extraction and maintenance
Collection of KYC / CDD conducive to the account opening process
Collection of MiFID documentation

CANDIDATE PROFILE

Bachelor’s Degree in Banking and Finance or a relevant qualification;
One year experience
Experience in a similar position within a bank is considered an asset
Good IT knowledge
Working knowledge of MiFID and the Conduct of Business Rulebook is considered an asset
Working knowledge of AML / CFT rules and Implementing Procedures is considered an asset
Capable of managing clients’ requirements accurately and efficiently
Hands on with can do attitude
Analytical skills, with excellent attention to detail
Proactive, focused and able to plan and consistently meet deadlines
Strong command of English, both oral and written
Able to work in a team and willing to learn new skills

SALARY AND BENEFITS

€ 30,000 - €38,000 Gross Per Annum
Salary will be determined based on experience, qualifications, and skills. The advertised salary range is indicative, any offer will reflect the successful candidate’s suitability
Flexi hours
Free parking
Continuous training and self-development
Career development
Private Health Insurance
Training is provided, specifically in the context of the Bank’s business

Due to the high volume of applications, we receive at GRS Recruitment, only shortlisted candidates will be responded to.

To apply for this position, please email your CV to Michelle Cooper, quoting the above job reference or call +356 99998272.

Salary: €30,000-38,000 per year

Private Banking Client Relations Officer

Job Description