eFinancialCareers

• Company

  Credit Suisse

• Location

  UK-London

• Compensation

  Competitive

• Position Type

  Permanent

• Employment type

  Full time

• Updated

  24 Nov 2009

• eFC Ref no

  582941

The Private Banking division is looking for an experienced assistant (non registered) to work in their UK Regional team in London.

ROLE SUMMARY:

To deliver a high level of administrative support to Advisor(s) and clients.
NB. No financial advice may be given to clients and no execution of client orders is allowed.


THE ROLE INVOLVES:

ADMINISTRATIVE
• Support Advisor(s) and their business objectives.
• Maintain a high level of legal, competent and ethical behaviour aided by liaison with your Supervisor(s) and the Business Control Group
• Provide any needed administrative and clerical support to Advisor(s) and Management, including documentation, mailings, creating and maintaining client files. This includes account opening.
• Make Travel Arrangements for Advisors (Hotel Reservations, Travel Documentation, Travel and Expenses etc)
• Maintain Client Records (including meeting details) using PCRM (internal record keeping system).
• Provide efficient and professional telephone coverage

INTERNAL ORGANISATION
• Prepare Client Payment Requests, in accordance with procedures, and liaise with Operations department to ensure payments are made in timely manner.
• Liaise and Communicate with Custodian, Sales Staff, External Clients, Controllers, Compliance, External Asset Managers and Traders
• Resolve basic account related discrepancies. Research and initiate corrections to transactions and/or account errors. Ensure timely escalation and resolution of issues.
• Process Client Deposit Requests; input into internal (GLOBUS) system, liaison with Treasury/Dealers to obtain rate, ensuring interest added to clients account in timely manner
• Assist Advisor(s) to prepare client and prospect presentations/pitches (using PowerPoint, excel), liaison with other departments as required.
• With guidance, process related administration in respect of Client Investments; liaison with Advisor and other parties (both internally and externally), Fund Subscriptions and follow through of relevant payments as necessary.
• Track commissions and fees.
• To observe and learn from colleagues within Team and Department.
• Attend all mandatory training events ensuring adherence to business requirements to improve competency and thereby facilitating own personal development.
• Ensure colleagues are kept up to date with regard to work in progress and issues arising.
• Balance personal interests with the needs of the whole team and to maintain appropriate levels of cover in the absence of colleagues.

CLIENT LIAISON
• Resolve basic client enquiries regarding account balances, activity and documentation, statement information, and general product and/or service information including Research Reports.
• Meet client service standards

Credit Suisse has built one of world's largest banking groups, with assets under management of over £500billion.

London is a key centre for Credit Suisse and hosts a large, experienced team that manages the financial affairs of UK-domiciled and non-domiciled private clients, UK based entrepreneurs, family offices, trusts and charities. There are also regionally based teams of relationship managers who provide coverage throughout the UK.

As a global business, London has dedicated, multi lingual relationship managers who are responsible for clients throughout Europe, the Middle East, Asia, Latin America and South Africa.

TO QUALIFY YOU MUST POSSESS:

Essential:

- Bachelor's Degree.
- Passing FSA Regulatory Examinations (Regulations, Securities, Derivatives and Investment & Risk exam) within 12months of employment
- Demonstration of teamwork and interpersonal skills.
- Demonstration of Customer/Client Service skills.
- Demonstration of written and verbal communication skills.
- Strong Organisational Skills
- Communication skills
- Time Management Skills
- Able to build effective relationships with other departments (eg Operations) and external Investment Companies.
- Problem Solving Skills
- Ability to work on own initiative
- Strong PC Skills: Microsoft Office including Microsoft Word, Microsoft Excel, PowerPoint
- A keen interest in the Financial Markets and able to demonstrate a level of background knowledge.

Desirable:

- Self Confidence - Belief in own capability to follow an effective approach to a task or problem to achieve a successful outcome even in difficult circumstances.
- Customer Focus - Putting the client centre of all decisions to ensure mutually beneficial relationships.
- Drive for results - A constant focus on achieving excellent performance.
- Influencing - Ability to persuade, convince and others, including clients, with a business agenda and overcome barriers and objections

As one of the world's leading banks, Credit Suisse provides its clients with investment banking, private banking and asset management services worldwide. Founded in 1856, Credit Suisse has a long tradition of meeting the complex financial needs of a wide range of clients, offering advisory services, comprehensive solutions and innovative products to companies, institutional clients and high-net-worth private clients globally. Credit Suisse is active in over 50 countries and employs approximately 46,000 people. Further information can be found at www.credit-suisse.com.

Cultural diversity is essential to our success. As such, we employ people from more than 100 countries. Credit Suisse empowers employees to work openly and respectfully with each other and with clients, ultimately striving to deliver superior results while offering initiatives and programs to assist employees achieve a healthy work-life balance.

Right place, perfect opportunity
www.credit-suisse.com/careers

Credit Suisse is an Equal Opportunity Employer and does not discriminate in its employment decisions on the basis of any protected category.

To the extent permitted or required by applicable law, a candidate who is offered employment will be subject to a criminal record check and other background checks before the appointment is confirmed.