Private Banking Associate / Client Services Admin / Dealing Team Admin / Admin Associate
AES International
Total years of experience :8 years, 6 Months
AES International (International Financial Services / Insurance Brokerage)
ADMINISTRATION ASSOCIATE
JAN.2017 - APR.2017
Job responsibilites :
1) Serves as one of the liaisons of AES International and its advisers to different
investment providers and trustees, such as Generali International, Friends Provident
International, Old Mutual International, Zurich International, Momentum Trustee, and Sovereign Trustee, among others.
2) Provides administrative support to financial advisers in all of AES International’s offices
in Europe and the Middle East. Specific tasks include ensuring all commissions are
processed accurately and in a timely manner, providing valuations of
clients’ investment and obtaining plan information from pension schemes, providers and trustees.
3) Efficiently processes top-up’s, letter of authority and change of agency transfers - ensures all necessary documents are provided, completed and submitted to different providers;
regularly coordinates with said providers in the processing of plans and policies; and
scrupulously monitors the completion of the business to the last stage.
4) Serves as the lone administrative support of AES’ subsidiary and as liaison of the organisation to pension providers such as Aegon, Aviva, Barclays, BlackRock, UK Army Pension and Zurich International, among others.
AES International (International Financial Services / Insurance Brokerage)
PRIVATE BANKING ASSOCIATE / CLIENT AND ADVISER SERVICES / DEALING TEAM ADMINISTRATOR
NOV.2013 - APR 2017
Job Responsibilities:
1) Administers all account transactions from opening new personal and corporate account’s, bank transfers, platinum visa cards, chequebooks and all other banking requirements.
2) Processes new Nedbank applications. Liaising with the advisers and clients for issuance of new focus accounts.
3) Processes new dealing instruction’s, Liaising with compliance in order to pass the signed dealing ticket/form and forward to the providers.
4) Preparing full client briefs and undertaking proactive client calls.
5) Actively managing the pipeline for all Private Bankers assigned with a circa of more than 300
accounts and sending out weekly pipeline reports.
6) Assisting Private Banking Executive and construction of credit files and completing FX deal tickets requested by the Private Bankers.
7) Working closely and maintaining strong working relationships with Private Banking Executives, Wealth Planners and Investment Managers.
Honors & Awards
Rewarding Excellence Q4, 2014
AES International
- The Rewarding Excellence programme is all about recognising and rewarding those individuals who go over and above their normal duties to deliver an exceptional level of service both internally and externally.
1.) Maintain a record of client leads and referrals, keep a record of RSVP's and attendees on seminar hosted by the company.
2.) Prepares, prints, and assemble company brochures for distribution during seminar and other events.
3.) Liaise between consultant and IT personnel in IP Global in Hong Kong.
4.) Processing new business and keeps a record of client applications, client services agreement and other required documents for property sale and purchase.
5.) Hand delivers documents to clients and does other errands, may it be business or personal, as required by the director.
1.) Manages postal and courier requirements. Hand delivers documents to clients and providers when necessary.
2.) Liaise with IT for computer requirements and manages office file buck-up.
3.) Attend to clients and visitors in the office.
4.) Manages the office supplies from stationery to kitchen supplies.
5.) Manages the general office email address and phone line and forwards/redirects such emails and calls as necessary.
6.) Handles petty cash.
7.) Manages boardroom and meeting rooms reservations.
8.) Process new applications, top-ups and change of agencies. Liaising with consultants and clients for issuance of policies.
9.) Book clients for medical examinations when required.
10.) Address client queries and provide portfolio valuations when requested.