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Frequently Asked Questions:

  • How many Private Banking Executive jobs are available on Pertemps?

    There are 2 Private Banking Executive jobs available on Pertemps right now.

  • What does a Private Banking Executive do?

    Tasks required include:

    • Develops and manages business accounts to increase sales of financial products.
    • Takes responsibility for the efficient and effective operation of several business accounts.
    • Manages teams handling insurance claims.
    • Checks customers’ credit rating with banks and credit reference agencies, and decides whether to offer credit.
    • Establishes terms of credit and ensures timely payment by customer, renegotiates payment terms and initiates legal action to recover debts if necessary.
    • Carries out and/or supervises general accounting and administrative work.
  • What are the entry requirements for a Private Banking Executive?

    There are no formal academic requirements although professional qualifications in accountancy may be required by some employers. Vocational qualifications in Accounting are available at Levels 2, 3 and 4, and apprenticeships are available in some areas.