Barbara Houghton Associates

Our client is seeking a Personal Assistant to join their team on a permanent basis. This will be hybrid working. Responsibilities include (but not limited to): • Manage and maintain the Wealth Manager's diary, including scheduling and coordinating meetings, calls, and appointments. • Maintain oversight of the Wealth Manager s inbox to ensure timely client responses. • Manage action points from client meetings. • General oversight and management of the Wealth Managers' client experience. • Schedule and coordinate client review meetings ensuring compliance with Consumer Duty regulations. • Prepare documentation and materials for client review meetings. • Update Salesforce and internal business trackers with client meeting information and progress. • Manage Letters of Authority, including submission and follow-ups, particularly for pension new business. • Coordinate and send communications to prospective clients and manage follow-up activity. • Process referrals for will writing and protection services, including group protection. • Draft and send client holding emails and manage address updates as needed. • Track and chase confirmations for investments, including lump sums, pension transfers, and cash ISA transfers. • Process and monitor client withdrawals and contribution holiday requests. • Submit changes to regular contributions via internal platforms. • Update Client Financial Reviews (CFRs) following meetings. • Event Coordination. Skills and experience: • Minimum 2 years' experience in Personal Assistant role. • Experience with diary management and meeting coordination. • High level of accuracy when managing schedules, documentation, and client communications. • Able to handle sensitive information with professionalism and integrity. • Proactive in identifying issues and implementing effective solutions independently. • Willingness to adjust to changing priorities and support varying needs of the team or Wealth Manager. • Competent in Microsoft Office (Outlook, Excel, PowerPoint, Word) and database management. • Understanding of compliance and regulatory frameworks. Only candidates with relevant experience will be considered. For more information please send CV in to Tony Ward quoting job reference 16895TW.

It is essential that all candidates applying have Market, Operational and Credit Risk experience. Sponsorship will not be available for this position, therefore 3+ years on visa eligibility to work in UK is essential. Our client, a financial institution based in London is recruiting an Enterprise Risk - Fluent Mandarin to join their team on a permanent basis. The successful candidate will be a highly driven, career-minded individual who has excellent knowledge of corporate banking. Responsibilities include (but not limited to): Liquidity & Market risk • Monitor and report liquidity and Market Risk metrics accurately. • Conduct stress testing and scenario analysis to identify potential risks. • Prepare regular risk reports for management and regulatory bodies. Operational Risk • Business continuity management. • Key risk indicator (KRI), risk and control self-assessment (RCSA), incident reporting. • Outsourcing and third party risk management. Credit Risk • Risk identification and assessment in terms of Portfolio Management, concentration, etc. • Country risk management. • Risk monitoring & reporting. Other Components of Comprehensive Risk • Risk appetite. • Operational resilience. • Generative AI. • Ever-emerging new forms of risk in the future. Skills and knowledge: • 2+ years experience in risk analysis. • BA/BS/MBA or equivalent. • Fundamental risk analysis skills. • Excellent communication skills, fluent in English and Chinese Mandarin both in verbal and writing. For further information on this exciting opportunity please send a copy of your CV to Judith Webb quoting job number 16903JW.

Sponsorship will not be available for this position, therefore 3+ years on visa eligibility to work in UK is essential. Our client, a highly respected Bank, is seeking a Manager, Relationship Management to join their team on a permanent basis. This successful candidate will mainly be responsible for managing the relationships with the account holders including the timely provision of services. Responsibilities (but not limited to): • Build strong relations with potential and existing customers through effective customer service interaction. • Maintain customer service area files, database, records, registers and logs under control. • Work closely with the team, to provide information and act as liaison to all other customer needs. • Provides authorisations and downloads as necessary to ensure smooth running of the daily work. • Provide information about various products and services offered by the Group and identify cross selling opportunities. • Perform certain customer related tasks such as posting account opening, customer data maintenance, issue of balance/no liability certificates etc. • Assist customers in filling out various forms and applications as requested such as opening an account; applying for an ATM, credit cards and cheque book; standing order instructions etc. • Receive loan applications from customers and prepare the corresponding loan agreements. • Refer to Branch Manager for any unresolved queries on transactions handled. • To assist customers in all their queries on products and seek solution to their requests. • Maintain activities in accordance with Service Level Agreements (SLAs) with internal departments/ units to achieve improvements in turn-around time. • Provide timely and accurate information to the external and internal auditors and the Compliance function as and when required. Qualifications and Skills: • University graduate preferably with a Major in Marketing, Banking, Finance, Accounting, Economics, Business Administration or Information Technology (related field of study) • At least 6 years of relevant experience, preferably in banking within a highly rated international bank. Also experience with regulated mortgages, savings accounts and fixed term deposits. • Awareness of customer relationship practices and regulations. For more information on this role please contact Sonia Smith by sending your CV quoting ref 16906SS.