At a Glance
- Tasks: Support Private Bankers with client administration and banking operations.
- Company: Globally respected wealth and asset management business known for exceptional client service.
- Benefits: Gain exposure to ultra high-net-worth clients and investment solutions.
- Other info: Initial 12-month FTC with opportunities for professional growth.
- Why this job: Join a collaborative, high-performing environment and enhance your financial services skills.
- Qualifications: Experience in private banking or financial services and strong attention to detail.
The predicted salary is between 40000 - 50000 £ per year.
We are working with a globally respected wealth and asset management business known for delivering exceptional client service, innovation, and long-term investment expertise. They are looking for a client-focused Private Banking Assistant to support a team of Private Bankers in London. This is a fast-paced role offering exposure to Ultra high-net-worth clients, international markets, and complex banking operations. The role is an initial 12 month FTC.
The Role
- Supporting Private Bankers with client administration from account opening through to ongoing maintenance
- Processing payments, trades, FX transactions, and corporate actions
- Monitoring accounts, cash positions, and operational risk alerts
- Preparing client meeting materials, presentations, and investment simulations
- Managing client documentation and ensuring regulatory compliance
- Acting as a key contact for clients and internal stakeholders
- Supporting business projects, remediation work, and process improvements
What We're Looking For
- Experience within private banking, wealth management, or financial services
- Strong understanding of banking operations and investment products
- Excellent attention to detail and organisational skills
- Confident communicator with a professional client-focused approach
- Knowledge of FCA regulations and compliance requirements
- Strong Microsoft Office skills, particularly Excel and PowerPoint
- RDR Level 4 qualified (or willing to achieve within 6 months)
This is a great opportunity to join an established financial institution where you will gain exposure to UHNW private banking clients and investment solutions within a collaborative, high-performing environment.
Please get in touch with your CV to ryan.waters@harringtonstarr.com.
Private Banking Assistant in London employer: Harrington Starr
Join a globally respected wealth and asset management firm in London, where you will thrive in a dynamic and collaborative environment dedicated to exceptional client service. As a Private Banking Assistant, you will benefit from exposure to ultra high-net-worth clients and complex banking operations, while enjoying opportunities for professional growth and development within a supportive team culture. With a focus on innovation and long-term investment expertise, this role offers a rewarding career path in the heart of one of the world's leading financial hubs.
StudySmarter Expert Advice🤫
We think this is how you could land Private Banking Assistant in London
✨Tip Number 1
Network like a pro! Reach out to connections in the private banking sector and let them know you're on the hunt for a Private Banking Assistant role. A friendly chat can lead to insider info or even a referral.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of banking operations and investment products. We recommend creating a cheat sheet with key terms and concepts to help you feel confident when discussing your expertise.
✨Tip Number 3
Showcase your organisational skills! During interviews, share examples of how you've managed client relationships or handled complex tasks. This will demonstrate your ability to thrive in a fast-paced environment.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Private Banking Assistant in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that match the Private Banking Assistant role. Highlight your experience in private banking or financial services, and don’t forget to mention your knowledge of FCA regulations!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the role. Mention your client-focused approach and how you can support the team of Private Bankers effectively.
Showcase Your Skills:Don’t just list your skills; demonstrate them! If you’ve got strong Microsoft Office skills, particularly in Excel and PowerPoint, give examples of how you’ve used these in previous roles to impress us.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get you on the path to joining our fantastic team!
How to prepare for a job interview at Harrington Starr
✨Know Your Banking Basics
Make sure you brush up on your knowledge of banking operations and investment products. Understanding the nuances of private banking will not only impress your interviewers but also help you answer questions confidently.
✨Showcase Your Client-Focused Approach
Prepare examples that highlight your experience in client management. Think about times when you went above and beyond for a client or how you handled challenging situations. This will demonstrate your commitment to exceptional client service.
✨Be Ready with Regulatory Knowledge
Familiarise yourself with FCA regulations and compliance requirements relevant to the role. Being able to discuss these topics will show that you’re serious about the responsibilities of the position and understand the importance of compliance in banking.
✨Excel at Excel and PowerPoint
Since strong Microsoft Office skills are a must, practice using Excel for data analysis and PowerPoint for creating presentations. You might even want to prepare a mock presentation to showcase your skills during the interview.
