At a Glance
- Tasks: Manage client portfolios and support Private Bankers in daily operations.
- Company: Prestigious private bank with a focus on client relationships.
- Benefits: Salary up to £45,000, bonuses, and hybrid working options.
- Other info: Opportunity for career growth in a reputable banking environment.
- Why this job: Join a dynamic team and build lasting client relationships in finance.
- Qualifications: Strong communication skills and experience in client support.
The predicted salary is between 45000 - 45000 £ per year.
Montpellier Resourcing Associates Limited in London is recruiting a Private Banking Executive for a prestigious private bank, supporting one to two Private Bankers in managing client portfolios. This is a client-facing, relationship-led role with hybrid working (3 days in the office, 2 days WFH) and a salary up to £45,000 plus bonus and benefits.
Key duties include:
- Daily account management
- Onboarding
- KYC/CDD/AML checks
- Payments and transfers
- Cross-team collaboration with Credit Risk
Private Banking Executive: Client Relations & Support in London employer: Montpellier Resourcing
As a Finance Manager at our private bank, you will be part of a dynamic team dedicated to supporting charitable initiatives, making a meaningful impact in the community. We offer a collaborative work culture that prioritises employee growth through continuous learning opportunities and professional development. Located in a vibrant area, our bank provides unique advantages such as flexible working arrangements and a strong commitment to social responsibility, ensuring that your work is both rewarding and fulfilling.
