Private Banking Assistant, Coutts

Job description

The Business

If you possess exceptional interpersonal skills and adopt a customer centric approach in all elements of your work, here is a fantastic opportunity to join Coutts, and develop your financial expertise.

As a valued part of this prestigious bank, you'll assist our Private Bankers in client service delivery by building strong client relationships and providing assistance with day to day activities. This role offers the opportunity to enhance your banking product knowledge and gain exposure to some of the country's most successful entrepreneurs, while you enjoy a collaborative, driven and team oriented working environment.

At Coutts, we offer modern banking based on traditional values. So although our name may be steeped in history, our products and services are very much for today.

What you'll do

As Private Banking Assistant, you'll provide vital support to Private Bankers by serving their banking requirements and offering a smooth client experience. As such, you'll act as the secondary point of contact to clients, developing strong and trusting relationships. You'll support Private Bankers to help them deliver an exceptional client service and meet performance targets. You'll work alongside colleagues across the wider function to meet and exceed client expectations.

You'll attend meetings to support personal development and enhance the client experience, while assisting with complaint analysis and devising appropriate and effective resolutions. You'll recognise new client and marketing opportunities to identify potential referrals for the Private Office, as well as managing local initiatives.

You'll manage the workflow in an efficient manner by providing client diary management, meeting preparation and managing client communication including letters and care calls. It's vital that you continuously develop your personal knowledge of banking and credit products, as you'll assist with the preparation of credit product applications and general banking product documentation.

You'll also be an advocate for driving continuous improvement by challenging and improving existing processes.

What you'll bring

You'll have experience of working in a banking or financial services environment, and be comfortable working within a culture of exceptional client service. You'll have a talent for building relationships with people, and you'll always pay close attention to detail. You'll also be proficient in Microsoft Excel and Word, and possess strong numeracy capabilities.

As well as this, you'll be a highly motivated individual, driven to complete any relevant internal accreditations within set timescales and any other necessary training.

As a Financial Services organisation we comply with and support the requirements set by our Regulator, the Financial Conduct Authority (FCA), which are designed to protect our customers. This role falls under Conduct Rules of the Individual Accountability Regime (IAR) and is subject to pre-employment screening. This means if your application is successful, you'll need to satisfy some important background checks before you can start working with us. These will include a full credit check, a criminal record check, residency and right to work checks.

How we'll reward you

In return, we offer a competitive salary plus 25% cash and benefit funding programme that can be tailored to suit your individual needs. In addition, we provide a wide selection of exclusive lifestyle offers, development and learning programmes, services and support designed to help you manage and balance your work/life priorities. For more information on our benefits, please visit our website .

At Coutts, we want everyone to feel welcome. That's why we want you to know that we'll work with you to make the application process as smooth as possible. So please just let us know if you need any adjustments or support – we'll do whatever we can to help.

If we offer you a job, we'll discuss with you how we can help set you up for success, including by making adjustments to your working environment if required.

If you are experiencing any technical issues when applying for this role, please refer to our FAQ section for assistance.

At Coutts, we focus on creating the hallmark of excellence: the ‘Crown Standard'. The expectations of our clients and the standards we set ourselves are high.

So, everything we do must be characterised by exceptional quality – the thoughtfulness, care, and attention to detail that is quintessentially Coutts.