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Senior Project Accountant
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Location : North West
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Location : Scotland
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Location : South East
Type : Permanent
Salary : Salary negotiable
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Location : South East
Type : Permanent
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Job Details

 
Business Analyst x 2 - Coutts & Co Private Office
Referencebs/242bba3b/00020338
EmployerRBS
SectorPrivate Banking / Broking
SalaryNegotiable
Town/CityLondon - UK
LocationsSouth East
Contract TypePermanent
Date Posted16/03/2010 20:31:00

 
Job Description
Assisting private bankers in their provision of wealth management services to ultra high net worth (UHNW) clients, the successful candidates will be conducting research into UHNW prospective clients at a macro and individual level, devising, maintaining and monitoring MI systems and researching product opportunities internally and externally-

Background
   


    Key Accountabilities
    • Management and delivery of projects to specific deadlines
    • Devise and maintain MI systems which track client relationships and income derived across different Group legal entities, providing regular updates for management and bankers
    • Manage data exchange with other parts of the Group within agreed processes and legal requirements
    • Support the sales process through preparation of presentation material and client data to specific deadlines
    • Develop and maintain an understanding of the application of sales and marketing processes, relevant regulated and non-regulated products and services
    • Collaborate with other UHNW teams within the Group on projects and information exchange
    • Contribute to the team based performance culture


      The Individual
      • Education to degree level preferred
      • A proven ability to absorb, analyse and apply complex technical knowledge to problem-solving
      • Experience of modelling project requirements on own initiative, using creative skills to provide results which offer clear ideas and solutions
      • Demonstrably strong commercial awareness
      • Excellent presentation skills, both written and orally, and to both individuals and groups
      • Knowledge of Group products & services, and client information systems
      • Technically proficient with Microsoft Office applications


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