Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Become a key contact for diverse clients, ensuring they feel valued and supported.
- Company: Join a leading private banking team focused on exceptional client relationships.
- Benefits: Gain hands-on experience, mentorship from a Private Banking Director, and career growth opportunities.
- Why this job: Immerse yourself in a collaborative culture that values client care and professional development.
- Qualifications: Some experience in banking is required; strong communication and relationship-building skills are essential.
- Other info: This role offers daily exposure to experienced bankers and a varied client portfolio.
The predicted salary is between 28800 - 43200 £ per year.
This position offers far more than operational support. It’s an opportunity to become a trusted point of contact for a fascinating and diverse client base, to build meaningful interpersonal and professional skills, and to learn how trusted relationships are formed and sustained at the highest level of private banking.
Working 1:1 with a highly experienced Private Banking Director, the successful candidate will be immersed in a varied portfolio that includes commercial clients, entrepreneurs, and high-net-worth individuals. The role is designed for someone who thrives on human connection, takes pride in service, and is keen to grow within a collaborative team of exceptional Private Bankers.
What You’ll Be Doing
This is a relationship-focused role that places you at the heart of the client experience. You’ll play a vital part in ensuring clients feel valued, understood, and supported—building confidence and insight as you go.
- Acting as a primary point of contact for clients, handling requests with precision, care, and professionalism
- Supporting the delivery of tailored banking solutions, including payment execution, onboarding new clients, foreign exchange transactions, and deposit placements
- Assisting with credit-related tasks, such as preparing lending proposals and monitoring facilities
- Building familiarity with client needs and maintaining consistent, thoughtful engagement—both virtually and in person
- Collaborating closely with internal teams across Credit Risk, Client Operations, and Compliance to ensure a seamless and efficient service
- Contributing to projects, new initiatives, and process enhancements that improve the client journey
- Maintaining accurate records and meeting internal standards and compliance obligations
Who This Role Would Suit
- We will need some experience in private or commercial banking coupled with a desire to develop a long term career in this space.
- Naturally personable, curious, and motivated by building professional relationships
- Keen to develop communication, networking, and service skills in a real-world setting
- Comfortable working across multiple priorities and sensitive client matters with discretion and accuracy
- Confident using Microsoft Office and adaptable when learning new systems
- Eager to be part of a culture that values long-term thinking, client care, and continuous development
What Makes This Role Stand Out
- Daily exposure to experienced bankers and real client interactions
- Opportunity to work alongside and learn from a respected Private Banking Director
- A rich, varied client base offering insight into different sectors, personalities, and financial needs
- A strong pathway into long-term career development within private banking
- A collaborative, professional team culture that prioritises learning, trust, and growth
Please note that applications must evidence some banking experience to be considered.
Private Banking Assistant employer: Oxley & Partners
Contact Detail:
Oxley & Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Banking Assistant
✨Tip Number 1
Network with professionals in the private banking sector. Attend industry events or join relevant online forums to connect with current Private Banking Assistants or Directors. This can provide you with insights into the role and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with the latest trends in private banking and wealth management. Understanding the current market landscape will help you engage in meaningful conversations during interviews and demonstrate your commitment to the field.
✨Tip Number 3
Practice your interpersonal skills by engaging in role-playing scenarios with friends or mentors. Focus on how to build rapport and handle client inquiries, as these are crucial for the relationship-focused nature of the role.
✨Tip Number 4
Research StudySmarter's values and culture thoroughly. Tailor your approach to align with our emphasis on long-term thinking and client care, which will show that you're a great fit for our team and the role.
We think you need these skills to ace Private Banking Assistant
Some tips for your application 🫡
Highlight Relevant Experience: Make sure to emphasise any previous experience in private or commercial banking. Detail specific roles and responsibilities that showcase your ability to handle client interactions and support banking operations.
Showcase Interpersonal Skills: Since this role is relationship-focused, illustrate your ability to build and maintain professional relationships. Use examples from past experiences where you successfully engaged with clients or colleagues.
Tailor Your CV and Cover Letter: Customise your CV and cover letter to reflect the key responsibilities and skills mentioned in the job description. Use keywords related to client care, communication, and teamwork to align with what the company is looking for.
Demonstrate Continuous Development: Express your eagerness to learn and grow within the banking sector. Mention any relevant courses, certifications, or personal development initiatives that show your commitment to advancing your career in private banking.
How to prepare for a job interview at Oxley & Partners
✨Showcase Your Interpersonal Skills
Since this role is all about building relationships, be prepared to demonstrate your interpersonal skills. Share examples from your past experiences where you successfully built rapport with clients or colleagues, highlighting your ability to connect on a personal level.
✨Understand the Client's Perspective
Research the types of clients the company serves, such as high-net-worth individuals and entrepreneurs. During the interview, express your understanding of their unique needs and how you can contribute to providing tailored banking solutions that make them feel valued.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities in real-world scenarios. Think of situations where you had to handle sensitive client matters or manage multiple priorities, and be ready to discuss how you approached these challenges with discretion and professionalism.
✨Demonstrate Your Commitment to Growth
The role offers a pathway for long-term career development, so convey your eagerness to learn and grow within the private banking sector. Discuss any relevant training or professional development you've pursued and how it aligns with your career aspirations in banking.
