11 Nov 2021

New Business Officer

Ref 34304

A private bank is looking for a New Business Officer to join their team. The candidate will be responsible for carrying out a range of new business related tasks and taking responsibility for delivering accurate work within tight deadlines.

The successful candidate will monitor incoming funds, liaise with retiring trustees, file and save all communication and documentation as well as attending new business meetings.

The ideal candidate will have:

  • Strong skills in Microsoft applications (Word, Excel, Outlook)
  • Strong communication skills (both written and oral) with all levels of staff 
  • Excellent interpersonal skills with the ability to develop strong relationships
  • Excellent organisational skills
  • The ability to work under pressure and meet deadlines with a high degree of accuracy


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