At a Glance
- Tasks: Support Private Bankers with client account administration and ensure a smooth client experience.
- Company: Leading international private banking firm focused on client relationships.
- Benefits: Competitive salary, dynamic work environment, and opportunities for professional growth.
- Other info: Multicultural setting with excellent teamwork and career development opportunities.
- Why this job: Join a fast-paced team and make a real impact in client services.
- Qualifications: Experience in financial services and strong communication skills required.
The predicted salary is between 40000 - 50000 £ per year.
An excellent opportunity has arisen for an organised, client‑focused professional to join a leading international private banking client. This role is ideal for someone who enjoys building strong relationships, thrives in a fast‑paced environment, and is committed to delivering high‑quality client service.
About the Role
As a Private Banking Assistant, you will provide day‑to‑day support to Private Bankers across a broad range of operational, administrative and client‑facing activities. You'll act as a key point of contact for clients, assist with account lifecycle processes, ensure compliance with regulatory requirements, and contribute to a smooth and efficient client experience.
Key Responsibilities
- Support Private Bankers with all client account administration from opening through to closure
- Process client instructions including payments, trades and corporate actions
- Monitor client accounts daily, including cash management, overdrafts, and open trades
- Maintain accurate client documentation and ensure timely resolution of any outstanding items
- Review risk dashboards and act on alerts ahead of deadlines
- Prepare pitches, presentations and fee simulations for client meetings
- Participate in remediation exercises, regulatory projects and process‑improvement initiatives
- Provide support and cover for other team members during peak periods or absences
- Uphold conduct expectations and consistently act to deliver good customer outcomes
Experience Required
- RDR Level 4 (or willingness to achieve within six months)
- Previous experience in a private banking, wealth management or financial services environment
- Comfortable working in a multicultural, international setting
- Strong communication skills and confidence engaging directly with clients
- Highly organised, detail‑oriented and able to prioritise competing demands
- Strong teamwork skills and the ability to build positive relationships across departments
- Proficient in Microsoft Office (Excel, Word, PowerPoint)
- Knowledge of private banking products and account types (corporate and personal)
- Good understanding of major asset classes (equities, bonds, alternatives)
- Familiarity with FCA compliance expectations and private banking operational processes
Private Banking Client Services - Hays employer: Jobs via eFinancialCareers
Join a prestigious international private banking firm in London, where you will thrive in a dynamic and supportive work environment that prioritises client relationships and high-quality service. With a strong emphasis on employee development, you will have access to ongoing training and growth opportunities, ensuring your career progresses alongside the company's success. Enjoy a collaborative culture that values teamwork and innovation, making it an excellent place for professionals seeking meaningful and rewarding employment.
Contact Details:
Jobs via eFinancialCareers Recruitment Team
