Key Responsibilities:
Supporting Client Relationship Managers in maintaining and developing client relationships
Conducting research and gathering information on clients' financial situations and goals
Helping to prepare client reports, presentations, and other materials
Providing administrative support to the team, such as managing calendars, scheduling appointments, and maintaining records
Collaborating with internal stakeholders
Staying up-to-date on industry trends, market developments, and regulatory changes
Assisting with project work, such as data analysis and business development activities
Training Outcome:
You may be offered a permanent role within the Bank, taking on an Assistant Client Relationship Manager role using specific expertise or knowledge developed during the apprenticeship
Employer Description:Bank J Safra Sarasin is an international banking group committed to sustainability with a focus on continuity, solidity and long-term added value. We are a privately-owned Group with a heritage reaching back to 1841 and are fully committed to private banking and asset management, and to the long-term strategic objective of focusing on clients, solidity and stability.Working Hours :Monday - Friday, 9.00am - 5.30pm (1 hour unpaid lunch) - Fully onsite in the Mayfair Office.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Analytical skills,Logical,Initiative....Read more...
Investor Relations Manager – Paris (UHNW) Location: Paris (75), FranceReporting to: Group Head of Investor RelationsLanguage: French and English fluency The OpportunityAre you a sophisticated commercial leader with a deep "black book" in the French UHNW and Family Office space?Representing an exclusive, global hospitality brand focused on a high-end niche community, we are seeking a Paris-based Investor Relations Manager. This is a high-impact, sales-driven role where you will identify and convert high-value investment leads, acting as the primary bridge between senior leadership and a sophisticated network of private investors across France. Key Responsibilities
Origination: Identify and develop high-value relationships with UHNWIs and private wealth networks across France.Conversion: Oversee the entire fundraising workflow, from first contact and due diligence through to final investment.Relationship Management: Build and maintain strong investor relationships grounded in trust and responsiveness.Strategic Liaison: Act as the primary link between the Paris investor community and senior leadership.Brand Representation: Represent the Group at internal member events and external industry gatherings.
The Ideal Profile
Experience: Minimum 5 years in Investor Relations, Private Banking, Wealth Management, or Private Equity.Network: A well-established and active "black book" within the French UHNW and private wealth community is a strict prerequisite.Commercial Drive: Proven track record of securing high-value investments and managing a structured sales pipeline.Communication: Exceptional interpersonal skills with the ability to articulate complex business strategies.Languages: Bilingual fluency in French and English is mandatory.
Why Join Them?
Represent a globally recognized, prestigious brand in the luxury space.High degree of autonomy with a direct impact on international growth.
Do you recognise yourself in this position ? Please contact me with your CV / LinkedIn profile to be considered. Contact: beatrice@corecruitment.comPlease note that only candidates with the requested experience and network will be considered.....Read more...
Critical Shift Technician - Client Direct - Banking Environment - London + Up to £60K + Bonus + 2x Overtime We're recruiting a Critical Systems Technician to join our team on a 24/7/365 rotating shift pattern, supporting the smooth and secure operation of vital systems within a critical bank. This is a rare opportunity to be part of a highly skilled, supportive team with excellent compensation, generous benefits, and real progression potential.DutiesIssue and close work permits; raise work requests and authorisations.Deliver statutory maintenance and support monthly systems tests.Maintain 24/7/365 critical system resilience and asset availability.Perform planned/reactive maintenance via the IWMS platform.Conduct daily/periodic system checks and inspections.Respond to faults and failures, prioritising safety and minimal downtime.Inspect and report on HVAC, electrical, fire, and other engineering systems.Proactively suggest maintenance improvements and innovations.Manage and support statutory testing and surveys across systems/assets.Coordinate and assist OEM contractors on maintenance and emergency tasks.Serve as an Authorised Person (HV/LV or Mechanical) as required.Complete all mandatory training and meet performance objectives.Promote Health & Safety compliance across all work areas.Ensure work aligns with risk assessments, SLAs, and service standards.Foster team collaboration and a culture of continuous improvement.Join the technical On-Call rota to support multi-site operations.Support incident management and recovery exercises PackageBase salary: £49,000Shift allowance: £11,000Bonus: 10% of base salaryOvertime at double the hourly rate on weekends and weekdaysAdditional reward payments:£1,500 for HV/LV Authorised Person£1,500 for Mechanical Authorised Person Key Benefits26 days annual leaveNon-contributory career average pension scheme (guaranteed income for life)High pension input (can be taken as cash alternative)Private health insuranceDental insurance (level 1)Life assurance (4x pensionable salary)Interest-free season ticket loanAccess to a wide range of voluntary benefits....Read more...
Join Our Dynamic Team!Are you eager to start your career in operations and administrative processes? We're looking for a motivated team player to join our dynamic team and master the intricacies of operational tasks. If you're a quick learner with a can-do attitude, we want to hear from you!About usEvinox Residential is a leading specialist in energy metering, billing and heat network services for communal and district heating systems.Using our own in-house billing platform, we look after hundreds of communal and district schemes for both private and social housing across the UK, providing bills for tens of thousands of customers each year. We also operate many more using our PaySmart pre-payment system.About the RoleAs an Operations Coordinator, you'll play a crucial role in our Operations team. This position requires a strong focus on handling financial transactions and data, particularly using Excel and other numerical tools. You'll have the opportunity to dive into diverse tasks, learning and growing as you contribute to our team's success.Essential requirements
Must have a permit to work in the UKPossess a valid driving licence and own a carLive within commuting distance of our offices in Sevenoaks and Leatherhead
Your Key Responsibilities will include:
Financial Transactions: Handle transactions like banking, fund transfers, and remittances with precision.Billing Accuracy: Create accurate and timely final bills, ensuring all details are meticulously checked.Excel & Data Analysis: Prepare financial reports using our in-house systems and Excel spreadsheets. You'll regularly work with numbers, analysing data for trends and discrepancies.Consumer Records Management: Update records when consumers change and prepare Welcome Packs for new consumers.Customer Interaction: Assist with customer inquiries, resolving issues efficiently while maintaining detailed records.General Administrative Support: Provide support with various administrative tasks, ensuring everything runs smoothly.
Skills and QualificationsTo excel in this role, you should:
Be comfortable working with numbers and have a strong attention to detail.Have proficiency in Microsoft Office, especially Excel, with the ability to handle and analyse data.Demonstrate excellent organisational skills and a proactive mindset.Enjoy tackling new challenges and learning quickly in a fast-paced environment.Previous customer service experience is helpful, but not essential.
Benefits Include:
£27,000-£30,000 Salary (Based on Skills and Experience)22 Days Holiday + Bank HolidaysCompany Bonus Scheme (after one year employment)Flexible Working PracticesOpportunities to Work from Home (one day a week)
Full Training ProvidedWe understand that each team member brings a unique set of skills and experiences to the table. Rest assured, we provide comprehensive training to help you thrive in your new role.How to ApplyIf you're looking to be a part of a dynamic team and make a real impact in the billing world, we want to hear from you. Join us today and embark on a rewarding journey with countless opportunities for growth and development. To help us process your application smoothly, please include your address on your CV.Apply now using the link provided!....Read more...